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Paul Tocci Location
Philadelphia, PA, US
Paul Tocci Work
Senior Manager, Client Success Group @ (March 2025 - Present)
Client Success Leader South Region @ (January 2023 - March 2025)
Department Head, Retirement Plan Client Services @ (April 2019 - January 2023)
Relationship Manager, Retirement Plan Client Services @ (June 2008 - April 2019)
Sr. Bank Relationship Manager (Fund Custody and Treasury Mgmt) @ (October 2002 - June 2008)
Supervisor (Retail Investment Group) @ (September 1999 - October 2002)
Group Manager @ (July 1995 - September 1999)
Paul Tocci Education
Temple University
BA-Journalism (Scool of Communications)
1990-1993
Cardinal O'Hara High School 1982-1986
St. Anastasia
Paul Tocci Skills
401k
ETFs
Alternative Investments
Asset Management
Banking
Equities
Finance
Financial Analysis
Financial Services
Fixed Income
Investments
Leadership
Mutual Funds
Portfolio Management
Relationship Management
Retail Banking
Retirement
Retirement Planning
Risk Management
Series 6
Series 63
Business Analysis
Financial Modeling
Financial Planning
Process Improvement
Project Management
Credit
Microsoft Excel
Paul Tocci Summary
Paul Tocci, based in Philadelphia, PA, US, is currently a Senior Manager, Client Success Group at Vanguard. Paul Tocci brings experience from previous roles at Vanguard. Paul Tocci holds a 1990 - 1993 BA-Journalism in Scool of Communications @ Temple University. With a robust skill set that includes 401k, ETFs, Alternative Investments, Asset Management, Banking and more. Paul Tocci has 4 emails and 2 mobile phone numbers on RocketReach.
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