Ralph Jarvis Jr.
Advice Project Lead @ Vanguard
About
Strategic-thinker with a focus on client relationship management. Adept at assessing underlying needs of clients, engaging in enhanced business consulting discussions, and providing business solutions for a book of business in an efficient and effective manner.
United States
Philadelphia
Financial Services
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Client Relationship Management, Financial Analysis, Finance, Financial Accounting, Financial Modeling, Financial Reporting, Analytical Skills, Quantitative Analytics, Restaurants, Financial Statements, Social Media, Microsoft Office, PowerPoint, Teamwork, Public Speaking, Time Management, Customer Service
Experience
Advice Project Lead
Vanguard
Financial Advisor
Vanguard
Malvern, Pennsylvania
Internal Advisor Development Program
Vanguard
Developing instrumental skill sets for a Financial Advisor while obtaining CFP Certification.
Select Services Brokerage Professional
Vanguard
Malvern, Pennsylvania
Brokerage Professional
Vanguard
Malvern, Pennsylvania
Server
Iron Hill Brewery
Chestnut Hill, Philadelphia
Server
Joe's Crab Shack
King of Prussia, PA
Education
Fox School of Business at Temple University
Finance
Community College of Philadelphia
Business Administration and Management, General
Ralph Jarvis Jr.'s Contact Information
Phone
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