Verified recordFinancial Services

Jillian Whitney

Customer Service Excellence Personal Investor at Vanguard

Based in Phoenix, United States

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Seniority

Other

Department

Other

Location

Phoenix

Industry

Financial Services

Company size

26K

Contact information

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Email

1 credit

j•••••••@investor.vanguard.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Jillian Whitney

Industry professional with a strong foundation in customer service and data analysis, recently transitioned into the financial sector as a Customer Service Excellence Representative with Vanguard. I bring over five years of experience driving operational efficiency, managing cross-functional projects, and delivering client centered solutions. My background has equipped me with a sharp analytical mindset, a commitment to continuous improvement, and the ability to lead teams toward shared goals and metrics. I'm passionate about expanding my career and teaching financial literacy.

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