Shawn Fleming Email & Phone Number
Family Office Relationship Manager @ Vanguard
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Shawn Fleming Location
- Charlotte, NC, US
Shawn Fleming Work
- Family Office Relationship Manager @ (June 2022 - Present)
- Ultra High Networth Relationship Manager @ (February 2014 - June 2022)
- Flagship Client Relationship Administrator @ (February 2008 - February 2014)
- Participant Services Administrator @ (October 2006 - February 2008)
- Participant Services Representative @ (October 2004 - October 2006)
- Brokerage support specialist @ (January 1997 - October 2004)
Shawn Fleming Education
- Johnson C. Smith University - JCSU
Bachelor of Applied Science (B.A.Sc.) (Marketing)
1993-1997
Shawn Fleming Skills
- 401k
- Customer Service
- Financial Services
- Series 7
- 401k Retirement Savings Plans
- Microsoft Word
- Portfolio Management
- Series 6
- Retirement Planning
- Mutual Funds
- Relationship Management
- Asset Allocation
- Series 63
- CRM
Shawn Fleming Summary
- Shawn Fleming, based in Charlotte, NC, US, is currently a Family Office Relationship Manager at Vanguard. Shawn Fleming brings experience from previous roles at The Vanguard Group and Vanguard. Shawn Fleming holds a 1993 - 1997 Bachelor of Applied Science (B.A.Sc.) in Marketing @ Johnson C. Smith University - JCSU. With a robust skill set that includes 401k, Customer Service, Financial Services, Series 7, 401k Retirement Savings Plans and more. Shawn Fleming has 4 emails and 3 mobile phone numbers on RocketReach.
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