Kit Frederick Email & Phone Number
Senior Financial Advisor @ Vanguard
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Kit Frederick Location
- Charlotte, NC, US
Kit Frederick Work
- Senior Financial Advisor @ (August 2025 - Present)
- Senior Wealth Manager @ (January 2022 - August 2025)
- Wealth Manager @ (July 2020 - December 2021)
- Associate Financial Advisor @ (June 2018 - July 2020)
- Financial Planning Associate @ (January 2016 - May 2018)
- Client Services Associate @ (February 2015 - January 2016)
- Investment Operations Associate @ (September 2014 - February 2015)
- Treasury Intern @ (May 2013 - August 2013)
- Financial Advisor Intern @ (May 2012 - August 2012)
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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Others Named Kit Frederick
Kit Frederick
Senior Financial Advisor
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