Kit Frederick Email & Phone Number
Senior Financial Advisor @ Vanguard
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Kit Frederick Location
- Charlotte, NC, US
Kit Frederick Work
- 2025 -now Senior Financial Advisor @
- 2022 -2025 Senior Wealth Manager @
- 2020 -2021 Wealth Manager @
- 2018 -2020 Associate Financial Advisor @
- 2016 -2018 Financial Planning Associate @
- 2015 -2016 Client Services Associate @
- 2014 -2015 Investment Operations Associate @
- 2013 -2013 Treasury Intern @
- 2012 -2012 Financial Advisor Intern @
Kit Frederick Education
- Virginia Polytechnic Institute and State University
Bachelor of Science (BS) (Applied Economic Management, CFP Option)
2009-2014
Kit Frederick Skills
- Microsoft Excel
- MoneyGuide Pro
- eMoney
- Project Planning
- Analysis
- Data Analysis
- Research
- Marketing
- Strategic Planning
- Social Media
- Financial Analysis
- Finance
- Corporate Branding
- Statistics
- Microsoft Office
- PowerPoint
- Leadership Development
- Training
- Public Speaking
- Leadership
- Team Building
- Fidelity IWS
- NFS
- Microfinance
- SmartOffice
- The Living Balance Sheet
- Pershing DBS
- Redtail
- Laserfiche
- Black Diamond
- Junxure
- Bloomberg BNA
- Envestnet
Kit Frederick Summary
- Kit Frederick, based in Charlotte, NC, US, is currently a Senior Financial Advisor at Vanguard. Kit Frederick brings experience from previous roles at Corbett Road Wealth Management, Rather & Kittrell and Centurion Wealth Management LLC. Kit Frederick holds a 2009 - 2014 Bachelor of Science (BS) in Applied Economic Management, CFP Option @ Virginia Polytechnic Institute and State University. With a robust skill set that includes Microsoft Excel, MoneyGuide Pro, eMoney, Project Planning, Analysis and more. Kit Frederick has 4 emails and 2 mobile phone numbers on RocketReach.
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