Shawn Fleming Email & Phone Number
Family Office Relationship Manager @ Vanguard
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Shawn Fleming Location
- Charlotte, NC, US
Shawn Fleming Work
- 2022 -now Family Office Relationship Manager @
- 2014 -2022 Ultra High Networth Relationship Manager @
- 2008 -2014 Flagship Client Relationship Administrator @
- 2006 -2008 Participant Services Administrator @
- 2004 -2006 Participant Services Representative @
- 1997 -2004 Brokerage support specialist @
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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