Experience21+ Years
LevelCXO
Career Timeline
- VanguardCurrentSep 2011–Present· 15 yrs
- Managing Director, Financial Advisor ServicesCurrent2024–Present
- Principal, Head of Broker Dealer, Financial Advisor ServicesOct 2020–2024
- Principal, Head of Strategy & Development, Financial Advisor ServicesJul 2017–2024
- Principal, Head of Global ETF Capital Markets, Broker and Index RelationshipsMar 2014–Jul 2017
- Sales Executive, Financial Advisor ServicesSep 2011–Feb 2014
- Oct 2004–Jul 2009· 4 yrs 9 mos
- Chief of StaffMar 2006–Jul 2009
- Financial AdministratorOct 2004–Mar 2006
Education
M.B.A.
Stanford University Graduate School of BusinessA.B.
Economics, English
Dartmouth CollegeExecutive Relationship Map
Reports To
Amma Boateng
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer
Skills & Expertise
StrategyFinancial ServicesBusiness StrategyCompetitive AnalysisInvestmentsFinancial ModelingBusiness Development