Daniel McBride Email & Phone Number
DC Strategist @ Vanguard
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Daniel McBride Location
- Philadelphia, PA, US
Daniel McBride Work
- DC Strategist @ (February 2025 - Present)
- Client Account Executive @ (January 2023 - January 2025)
- Relationship Manager @ (March 2022 - December 2022)
- Internal Regional Sales Executive @ (March 2018 - June 2022)
- Consultant Relations Relationship Manager @ (August 2015 - February 2018)
- Consultant Relations Analyst - Institutional Investor Group @ (March 2013 - August 2015)
- Investment Consultant (Ultra High Net Worth) - Retail Investor Group @ (January 2010 - February 2013)
Daniel McBride Education
- Saint Joseph's University
Master of Science in Financial Services
2006-2009 - La Salle University
Bachelor of Business Administration (B.B.A.) (Finance, General)
2001-2005
Daniel McBride Skills
- 401(k) Retirement Savings Plans
- 401k
- AI Solutions
- Asset Allocation
- Claude Code SDK
- Customer Success
- Finance
- Financial Analysis
- Financial Services
- Investments
- Microsoft Copilot Studio
- Mutual Funds
- New Business Development
- Prompt Engineering
- Relationship Building
- Relationship Management
- Retirement
- Retirement Planning
- Retirement Solutions
- Sales Process Optimization
- Securities
- Series 63
- Series 7
- Workflow Automation
Daniel McBride Summary
- Daniel McBride, based in Philadelphia, PA, US, is currently a DC Strategist at Vanguard. Daniel McBride brings experience from previous roles at Vanguard. Daniel McBride holds a 2006 - 2009 Master of Science in Financial Services @ Saint Joseph's University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, AI Solutions, Asset Allocation, Claude Code SDK and more. Daniel McBride has 3 emails and 1 mobile phone numbers on RocketReach.
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