Samuel C Donathan
Senior Client 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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s•••••••@investor.vanguard.com
Phone
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Background
About Samuel C Donathan
Client focused, detail-oriented, and self-motivated professional aiming to further apply previously earned degree, training, and banking industry experience. Secure a trustworthy role to build and improve client and team member relationships, satisfaction, and experiences. Avid learner of financial processes and capable of obtaining all required licensing. Utilizing several years of personal investment experience in equity, bond, and forex markets. Support business needs with a flexible schedule. Price Optimization/Regression Analysis and Statistical Programming Experience: • Constructed regression models using pre-existing data throughout several different courses • Optimized firm/individual pricing models, calculated the optimal solution to max/min the gain/loss • Database experience in Microsoft Excel, SAS, SQL, Access, R, Stata 15, Gretl, and JMP
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