Dylan Balderamos
Client Services Representative at Vanguard
Based in Charlotte, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Charlotte
Industry
Financial Services
Company size
26K
Contact information
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d•••••••@investor.vanguard.com
Phone
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Background
About Dylan Balderamos
As a highly motivated, performance-driven Business graduate from Miami Dade College, I have cultivated a strong working knowledge of wealth management and investing in equities and fixed-income instruments within the financial markets. My diverse portfolio management skills includes domestic and foreign stocks in a variety of sectors, ETFs, and mutual funds, reflecting my commitment to comprehensive and strategic financial growth. This passion for investing and financial planning has led me to obtain my SIE, Series 7 and Series 63 Certifications as I pursue a career in wealth management as a financial solutions advisor.
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