Josh Spence Email & Phone Number
Regional Director, Personal Advisor Service @ Vanguard
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Josh Spence Location
- Charlotte, NC, US
Josh Spence Work
- 2020 - now Regional Director, Personal Advisor Service @
- 2017 - 2020 Senior Manager, Brokerage Services @
- 2016 - 2017 Senior Manager, Ultra High Net Worth Advice @
- 2014 - 2016 Advisor Manager, Personal Advisor Services @
- 2011 - 2014 Client Manager, Vanguard Flagship Services @
- 2008 - 2011 Team Leader, Vanguard Flagship Services @
- 2004 - 2008 Investment Professional, Retail Services and Flagship @
Josh Spence Education
- The Wharton School
Securities Industry and Financial Markets Certificate, Investments and Securities
2018 - 2020 - Darla Moore School of Business
Master of Business Administration
2014 - 2016 - Lee University
Business Administration (Finance)
1999 - 2003
Josh Spence Summary
- Josh Spence, based in Charlotte, NC, US, is currently a Regional Director, Personal Advisor Service at Vanguard. Josh Spence brings experience from previous roles at Vanguard. Josh Spence holds a 2018 - 2020 Securities Industry and Financial Markets Certificate, Investments and Securities @ The Wharton School. Josh Spence has 2 emails and 2 mobile phone numbers on RocketReach.
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