Jonathan Daines
Fadp Senior Associate at Vanguard
Based in Charlotte, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Charlotte
Industry
Financial Services
Company size
26K
Contact information
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j•••••••@investor.vanguard.com
Phone
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Background
About Jonathan Daines
I am passionate about financial planning and helping others to meet their goals! I am a driven student who is looking to make a difference in the lives of others, in their finances and in many other ways. Many people today are lost and in need of guidance in regards to their finances. My goal is to come alongside these people and help them to get where they want to be- Bachelors in Business Administration with a concentration in Financial Planning (CFP Board Registered)- Experienced in customer service - Passed the Securities Industry Essentials (SIE) exam - Selected as first place in the Carroll Financial Student CFP Video Competition - Skilled in both Microsoft Excel and Word - Active in volunteering with my community and at my school Expertise: financial planning, excel, leading, communication, customer service, economics, investing, training and teaching others
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