Bobby Boada

Bobby Boada: Email & Phone Number

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High Net Worth Client Case Representative, Senior Associate at Vanguard|United States

Position:

High Net Worth Client Case Representative, Senior Associate at Vanguard

Location:

United States

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Last updated: 2026-08-12
Updated: 2026-08-12

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Work Experience 14 years

High Net Worth Client Case Representative, Senior Associate at Vanguard

Jul 2026 - Current

Stock Broker at Charles Schwab

Apr 2025 - Jun 2026

Work Director at Wells Fargo

Oct 2023 - Apr 2025

Deputy Director of Client Services at Goldberry Wealth

Mar 2020 - Jul 2023

Marketing Assistant at Milwaukee Rep

Jan 2019 - Mar 2020

Office Assistant at Sandberg Phoenix

Aug 2018 - Dec 2018

Executive Assistant at Thompson Coburn LLP

Jun 2018 - Aug 2018

Executive Assistant at Northern Trust

May 2014 - Jun 2018

Mailroom Clerk at Green Tree Servicing (now Ditech Financial LLC)

Feb 2012 - May 2014

Bobby Boada started working in 2012, then the employee has changed 8 companies and 7 jobs. On average, Bobby Boada works for one company for 1 year 7 months.

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

Education

Bachelor of Arts - BA at Stanford University

Associate of Arts and Sciences - AAS at Central Arizona College

Hamilton High School

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