Jeb Burchett Email & Phone Number
Client Success Executive @ Vanguard
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Jeb Burchett Location
- West Chester, PA, US
Jeb Burchett Work
- Client Success Executive @ (January 2023 - Present)
- Relationship Manager @ (October 2012 - December 2022)
- Senior Client Relationship Administrator @ (July 2010 - October 2012)
- Client Relationship Administrator @ (August 2007 - July 2010)
- Human Resources Consultant @ (January 2006 - August 2007)
- Client Services Representative @ Parente HR Services (July 2005 - August 2007)
Jeb Burchett Education
- Saint Joseph's University
MBA
2011-2016 - University of Scranton
MS (Human Resource Administration)
2003-2005 - University of Scranton
BS (Counseling/Human Services)
1999-2003 - Georgetown Prep 1996-1999
Jeb Burchett Skills
- Manage Client Relationships
- Client Relations Skills
- Qualified Retirement Plans
- Retirement Plan Consulting
- Employee Benefits
- Series 63
- Mutual Funds
- 401k
- Leadership
- Series 6
- CRM
- Financial Services
- Retirement
- Asset Allocation
- Investments
- Management
- Finance
- Retirement Planning
- Relationship Management
- Analysis
- Financial Analysis
- Customer Relations
- Vendor Relationship Management
- Matrix Management
- Business Relationship Management
- Customer Service
- Team Leadership
- PowerPoint
- Microsoft Word
- Training
- Recruiting
Jeb Burchett Summary
- Jeb Burchett, based in West Chester, PA, US, is currently a Client Success Executive at Vanguard. Jeb Burchett brings experience from previous roles at Vanguard and The P.A. Hutchison Company. Jeb Burchett holds a 2011 - 2016 MBA @ Saint Joseph's University. With a robust skill set that includes Manage Client Relationships, Client Relations Skills, Qualified Retirement Plans, Retirement Plan Consulting, Employee Benefits and more. Jeb Burchett has 3 emails and 2 mobile phone numbers on RocketReach.
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