Robert Bustard Email & Phone Number
Wealth Management - Specialized Journeys - Client Experience Case Manager @ Vanguard
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Robert Bustard Location
- Malvern, PA, US
Robert Bustard Work
- Wealth Management - Specialized Journeys - Client Experience Case Manager @ (April 2025 - Present)
- Wealth Management - Superior Service Model (SSM) - Service Administrator @ (October 2024 - April 2025)
- Wealth Management - Priority Operations Superior Service Model (SSM) @ (May 2022 - April 2025)
- Retail Operations - UHNW Flagship and Priority Operations @ (August 2018 - May 2022)
- Retail Operations - Small Business @ (October 2014 - August 2018)
- Supervisor, Retail Operations - Integration Management Group @ (July 2011 - October 2014)
- Supervisor, Flagship Services @ (January 2008 - July 2011)
- Sr. Client Relationship Associate, Flagship Services @ (March 2007 - January 2008)
- Client Relationship Associate, Flagship Services @ (February 2005 - March 2007)
- Financial Advisor @ (February 1999 - January 2005)
- Financial Services Representative @ (December 1997 - January 1999)
Robert Bustard Education
- Penn State Great Valley
Master of Leadership Development (MLD)
2012-2015 - Penn State Great Valley
MBA (New Ventures and Entrepreneurial Studies)
2010-2014 - Saint Joseph's University - Erivan K. Haub School of Business
Bachelor of Science (Finance)
1994-1998
Robert Bustard Skills
- 401k
- 401k Rollovers
- Asset Allocation
- Client-focused
- Coaching
- ETFs
- FINRA
- FINRA Series 6
- FINRA Series 63
- Finance
- Financial Advisory
- Financial Services
- High Net Worth Individuals
- IRAs
- Insurance
- Investment Strategies
- Investments
- Leadership
- Mutual Funds
- Operations Management
- Process Improvement
- Relationship Management
- Reporting Metrics
- Retirement
- Retirement Planning
- Series 6
- Series 63
- Strategic Financial Planning
Robert Bustard Summary
- Robert Bustard, based in Malvern, PA, US, is currently a Wealth Management - Specialized Journeys - Client Experience Case Manager at Vanguard. Robert Bustard brings experience from previous roles at Vanguard. Robert Bustard holds a 2012 - 2015 Master of Leadership Development (MLD) @ Penn State Great Valley. With a robust skill set that includes 401k, 401k Rollovers, Asset Allocation, Client-focused, Coaching and more. Robert Bustard has 3 emails and 2 mobile phone numbers on RocketReach.
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