Evan Wolf Email & Phone Number
Senior Advice Strategist, Vanguard Workplace Solutions @ Vanguard
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Evan Wolf Location
- Malvern, PA, US
Evan Wolf Work
- 2019 -now Senior Advice Strategist, Vanguard Workplace Solutions @
- 2019 -2019 Head of Portfolio Analytics and Consulting @
- 2015 -2019 Head of Investment Services @
- 2013 -2015 Senior Manager @
- 2010 -2013 Investment Analyst @
- 2008 -2010 Relationship Manager @
Evan Wolf Education
- The Wharton School
EMBA (Business)
2012-2014 - University of Virginia
Bachelor of Arts (B.A.)
2001-2005 - SHS
Evan Wolf Skills
- Equities
- Leadership
- Portfolio Management
- Financial Modeling
- Series 63
- Investments
- Bloomberg
- Relationship Management
- Asset Management
- Microsoft Excel
- Finance
- Customer Service
- Asset Allocation
- Financial Analysis
- Financial Services
- Mutual Funds
- Wealth Management
- Investment Management
- Series 7
Evan Wolf Summary
- Evan Wolf, based in Malvern, PA, US, is currently a Senior Advice Strategist, Vanguard Workplace Solutions at Vanguard. Evan Wolf brings experience from previous roles at Vanguard. Evan Wolf holds a 2012 - 2014 EMBA in Business @ The Wharton School. With a robust skill set that includes Equities, Leadership, Portfolio Management, Financial Modeling, Series 63 and more. Evan Wolf has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Vanguard Employees
John Ameriks
CIO VPM, Head of Quantitative and Strategic Equity
Valley Forge, PA, US
Lauren Valente
Managing Director, Workplace Solutions
Malvern, PA, US
John James
Managing Director of Vanguard’s Workplace and Advisor Solutions group
Philadelphia, PA, US
Jacqueline Angell
Chief Compliance Officer
Malvern, PA, US
Amy Dobra
COO Personal Investor Technology
Malvern, PA, US
Alden Mitchell
CEO - President
White Plains, NY, US
Amma Boateng
Managing Director, Head of Financial Advisor Services
Philadelphia, PA, US
Jon Couture
Managing Director and Chief Human Resources Officer
Malvern, PA, US
John Bendl
Managing Director, Chief Financial Officer
Malvern, PA, US
Larry Drury
Chief Marketing Officer - Institutional Investment Group
West Chester, PA, US
Gregory Davis
President and Chief Investment Officer
Malvern, PA, US
Michael Carr
Head of Technology Strategy and Innovation
Wynnewood, PA, US
Alyssa Thornton
CEO Communications
Malvern, PA, US
Joe Brennan
Managing Director - Global Chief Risk Officer
Malvern, PA, US
Joanna Rotenberg
Managing Director, Personal Wealth
United States
Natalie Lamarque
Chief Legal Officer and Secretary
Narberth, PA, US
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