Rafael Diaz, CFP®

Rafael Diaz, CFP®

Financial Advisor, Specialist @ Vanguard

Country

United States

City

Belmont

Industry

Financial Services

Skill

Commercial Insurance, Insurance, Property & Casualty Insurance, Casualty, General Insurance, Life Insurance, Direct Sales, Umbrella Insurance, Marketing, Sales, Customer Service, New Business Development, Commercial Lines, Liability, Term Life Insurance, Customer Retention, Professional Liability, Outlook, Homeowners, Underwriting

Experience

Vanguard

Financial Advisor, Specialist

Vanguard

LinkedIn
2024-4 - Present · 2 yrs 6 mos
Vanguard

Senior Financial Advisor

Vanguard

LinkedIn
2021-1 - Present · 5 yrs 9 mos
Vanguard

Small Business Specialist

Vanguard

LinkedIn
2017-9 - Present · 9 yrs 1 mo

Charlotte, North Carolina Area

Vanguard

Client Relations Specialist

Vanguard

LinkedIn
2014-1 - Present · 12 yrs 9 mos
Nationwide

Associate Agent

Nationwide

LinkedIn
2013-2 - 2013-8 · 7 mos
Allstate

Direct Sales & Service Specialist

Allstate

LinkedIn
2009-5 - 2013-2 · 3 yrs 10 mos
Enterprise

Management Trainee

Enterprise

LinkedIn
2006-2 - 2008-11 · 2 yrs 10 mos

Education

The University of North Carolina at Chapel Hill

The University of North Carolina at Chapel Hill

LinkedIn

Communication and Media Studies

2001 - 2005 · 4 yrs

Rafael Diaz, CFP®'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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