Ryan Ness
Ultra High Net Worth Client Case Representative, Senior Associate at Vanguard
Based in Conshohocken, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Conshohocken
Industry
Financial Services
Company size
26K
Contact information
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r•••••••@investor.vanguard.com
Phone
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Background
About Ryan Ness
At Vanguard, my role as a Client Representative Associate revolves around guiding clients through the intricacies of retirement planning, leveraging my Bachelor's degree in Finance to offer informed guidance on Roth IRAs, Traditional IRAs, and Mutual Funds. The knowledge gained from certifications like the SIE, Series 7, and Series 63 has honed my ability to navigate IRS regulations and trading complexities with ease. Communication stands as a cornerstone of my approach, ensuring each interaction enhances client satisfaction and trust. My experience at Ridgewood Country Club reinforced this skill, teaching me to anticipate and fulfill client needs proactively while providing leadership and training within a dynamic team setting.
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