Joseph Allocca

Joseph Allocca: Email & Phone Number

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Ultra High Net Worth Client Representative at Vanguard|Charlotte, North Carolina, United States

Position:

Ultra High Net Worth Client Representative at Vanguard

Location:

Charlotte, North Carolina, United States

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Last updated: 2026-05-12
Updated: 2026-05-12

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Work Experience 7 years

Ultra High Net Worth Client Representative at Vanguard

Jun 2025 - Current

Client Service Associate at UBS

Jun 2021 - Sep 2025

Financial Planning Analyst at Synchrony

Jun 2020 - Aug 2020

Customer Solutions Analyst at Synchrony

Apr 2020 - Jun 2020

Golf Assistant at Sleepy Hollow Country Club

Jun 2019 - Aug 2019

Joseph Allocca started working in 2019, then the employee has changed 3 companies and 4 jobs. On average, Joseph Allocca works for one company for 1 year 2 months.

Education

Finance at Penn State University

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