Joe Pfaff Email & Phone Number
Financial Consultant @ Vanguard
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Joe Pfaff Location
- Holmes, PA, US
Joe Pfaff Work
- Financial Consultant @ (July 2025 - Present)
- Internal Regional Consultant - Vanguard Retirement Plan Access @ (October 2023 - July 2025)
- Senior Outreach Sales Consultant @ (February 2020 - October 2023)
- Investment Consultant @ (August 2018 - February 2020)
- Account Transition Specialist @ (August 2016 - August 2018)
- Retail Operations Specialist @ (September 2014 - August 2016)
- Event Staff @ (September 2011 - August 2014)
- Back Of House Productions @ Temple Performing Arts Center (September 2011 - April 2014)
- Client Service Associate Intern @ (June 2013 - August 2013)
- Forman Assistant and Laborer @ Pfaff Brothers Construction (June 2008 - January 2011)
Joe Pfaff Education
- Fox School of Business at Temple University
Bachelor of Business Administration (B.B.A.) (Finance, General)
2010-2014 - Interboro High School
GED
2006-2010
Joe Pfaff Skills
- Accounting
- Asset Allocation
- Cfp
- Customer Relationship Management (CRM)
- Customer Service
- Direct Sales
- Event Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Investment Advisory Services
- Investment Strategies
- Investments
- Leadership
- Market Research
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Research
- Retirement Planning
- Sales
- Sales Processes
- Social Media
- Social Networking
- Teamwork
- Time Management
- Financial Services
- Services
Joe Pfaff Summary
- Joe Pfaff, based in Holmes, PA, US, is currently a Financial Consultant at Vanguard. Joe Pfaff brings experience from previous roles at Vanguard. Joe Pfaff holds a 2010 - 2014 Bachelor of Business Administration (B.B.A.) in Finance, General @ Fox School of Business at Temple University. With a robust skill set that includes Accounting, Asset Allocation, Cfp, Customer Relationship Management (CRM), Customer Service and more. Joe Pfaff has 1 emails and 1 mobile phone numbers on RocketReach.
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