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Peter Haley CFP®'s
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Current Position:

Wealth Management Project Manager at Vanguard

Experience:

10 years

Location:

Charlotte, North Carolina

How to contact Peter Haley CFP®

Last updated:2024-09-07
emailp**@vanguard.com
phone+1-***-***-3299
Skype
Twitter
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Analytics

According to LinkedIn Peter Haley CFP® started working on 2015, then the employee has changed 2 companies and 6 jobs. On average, Peter Haley CFP® works for one company for 1 year 2 months. Peter Haley CFP® has been working as a Wealth Management Project Manager for Vanguard for 518 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Wealth Management Project Manager at Vanguard

Apr 2024 - Current

Ultra High Net Worth Team Lead at Vanguard

Jun 2022 - Apr 2024

Wealth Management Service Administrator at Vanguard

Jan 2021 - Jun 2022

Ultra High Net Worth Client Consultant at Vanguard

Oct 2019 - Dec 2020

Flagship Client Service Specialist at Vanguard

Aug 2018 - Oct 2019

Private Wealth Management Intern at Bernstein Private Wealth Management

Jun 2017 - Aug 2017

Fundraising Caller at Ruffalo Noel Levitz

Sep 2015 - Dec 2016

Education

University of Georgia - Terry College of Business

Gonzaga College High School

Current Company Information Vanguard

Name: Vanguard

Location: Valley Forge, PA, United States

Employees: 10000+

Description: Join us as we celebrate 50 years of empowering our 50 million investor-owners.* Since our founding in 1975, we’ve been on a mission to help investors achieve their goals. With n...

Skills

Research, PowerPoint, Microsoft Word, Microsoft PowerPoint, Adult CPR, Customer Service, Microsoft Office, Event Planning, Public Speaking, Teamwork, Microsoft Excel, Fundraising, Social Networking, Leadership, Social Media

Frequently Asked Questions

How long has Peter Haley CFP® been working as a Wealth Management Project Manager?

Peter Haley CFP®'s total experience in various companies as a Wealth Management Project Manager 1 year 5 months.

What is Peter Haley CFP®'s minimum period of employment in the companies?

Peter Haley CFP®'s minimum period of employment in various companies is 2 months.

What is Peter Haley CFP®'s average duration of employment for different companies?

On average, Peter Haley CFP® works for one company for 1 year 2 months

What industries has Peter Haley CFP® worked in?

Peter Haley CFP® works in the Financial Services. Previously, Peter Haley CFP® worked in the Higher Education.

What positions has Peter Haley CFP® held before?

Previously, Peter Haley CFP® worked as a Ultra High Net Worth Team Lead, and Wealth Management Service Administrator, and Ultra High Net Worth Client Consultant, and Flagship Client Service Specialist, and Private Wealth Management Intern.

How do I contact Peter Haley CFP®?

Peter Haley CFP®'s email address is p**@vanguard.com, phone number is +1-***-***-3299. Sign up to get contact details.
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Peter Haley CFP® Namesakes

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Employer Engagement

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