Andy Sloan: Email & Phone Number

Client Representative Associate, Transfer of Assets Specialist at Vanguard|Charlotte, North Carolina, United States

Position:

Client Representative Associate, Transfer of Assets Specialist at Vanguard

Location:

Charlotte, North Carolina, United States

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Last updated: 2026-05-24

Updated: 2026-05-24

Found email addresses for Andy Sloan:

Business emails:

a**@vanguard.com

Personal emails:

a******0@elon.edu

Found phone for Andy Sloan:

+1-***-***-9310

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Work Experience 5 years

Client Representative Associate, Transfer of Assets Specialist at Vanguard

Mar 2026 - Current

Client Relationship Associate at Vanguard

Nov 2025 - Mar 2026

Implementation team member at FIDx

May 2024 - Jul 2024

Bagroom Employee/Caddie at Waynesborough Country Club

May 2021 - Jun 2024

Cashier at Chick-fil-A Restaurants

May 2021 - Aug 2022

Andy Sloan started working in 2021, then the employee has changed 3 companies and 4 jobs. On average, Andy Sloan works for one company for 1 year.

Their professional focus is Account Management, Analytical Skills, and Client Relations across 3 core areas.

Andy holds Series 63, Securities Industry Essentials (SIE), and Series 7 certifications.

Education

Finance, Martha & Spencer Love School of Business at Elon University

Conestoga Senior High School

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