Todd Wallace
Client Success Executive at Vanguard
Based in Philadelphia, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Philadelphia
Industry
Financial Services
Company size
26K
Contact information
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t•••••••@investor.vanguard.com
Phone
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Background
About Todd Wallace
Experienced financial sales professional and manager with over 20 years in the industry. I am proficient in mutual fund/SMA sales solutions, business development, and sales execution. I have a comprehensive understanding of how to market investment vehicles to leading broker/dealers in all channels. Proven ability to focus, motivate, and get the best out of a sales team. I possess very strong leadership, coaching, and management skills. Specialties: Strong Sales Background, Sales Management, Excellent Client Service, Coaching and Mentoring Sales Teams, Business Development, Strong Leadership and Communication Skills, Team Collaboration, Recruiting/Hiring and Retaining Top Talent.* FINRA Registered Principal (26), Series 7, 6, 66, & 63
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