aubrey mccown
High Net Worth Relationship Manager at Vanguard
relationship manager vanguard
hardworking dependable individual extensive customer service experience deep-seeded background field finance , well field accounting . organization perseverance contributing factor day day success . inquiry , please feel free contact time .
Vanguard
https://www.linkedin.com/company/vanguard
High Net Worth Relationship Manager
Scottsdale, Arizona, United States
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Vanguard
https://www.linkedin.com/company/vanguard
Sales Specialist
- Managed a book of business to assist clients through the entire sales process
- Consistently met sales metrics for $12M in new assets each month and 26 new advice clients each month
- Created and developed excellent business partnerships to enhance and deliver white glove client experiences
Scottsdale, Arizona
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Vanguard
https://www.linkedin.com/company/vanguard
Inheritance Consultant
-  I owned and managed an assigned book of business within Vanguard’s Retail Inheritance Services and initiated contact with all designated beneficiaries.
- I was responsible for staying abreast of regulatory and complex legal requirements associated with transferring accounts when the account owner is deceased.
- I was responsible to translate the IRS and Vanguard rules into terms that resonated with the beneficiary, which ultimately led to a heightened education and the best choice moving forward.
- I served as a technical expert and partnered with Inheritance Specialists and Vanguard’s Legal/Compliance team to ensure adherence to regulatory and department standards. I also contacted third-parties such as attorneys, and probate courts or other institutions, as necessary, to facilitate the transfer process.
Scottsdale, Arizona
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Vanguard
https://www.linkedin.com/company/vanguard
Inheritance Specialist
- Series 7 exam on 7/14/17 (Passed✅)
- Series 63 exam on 7/25/17 (Passed✅)
- Provided an exemplary level of service and support to clients when dealing with the loss of a loved one
- Engaged in detailed discussions with beneficiaries to discover their various needs, in order to position products and services for their personalized benefit, such as asset consolidation and personal advisory services.
- Created and maintained lifelong relationships as a front line of contact representing Vanguard
- Provided back up support to the High Net Worth Inheritance Consultants
Scottsdale, Arizona
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Leslie's Poolmart, Inc.
https://www.linkedin.com/company/leslies
Facilities Coordinator
I worked alongside the Facilities Manager to maintain all of the 900+ retail stores/company facilities at a professional level. I worked closely with all of the District Managers company wide to provide various maintenance services and resolutions when necessary. I was the company correspondent for all outside Lessors/Landlords in regards to facilities issues. I worked closely with outside contractors/vendors to provide resolutions and acceptable pricing for facilities issues and major HVAC repairs. I co-managed the company's maintenance-request online site, providing prompt service and site clean up/organization for all 900+ facilities. I provided minor assistance to the Facilities Manager with invoicing and quote approvals.
Phoenix, Arizona
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Rubio's Restaurants, Inc.
https://www.linkedin.com/company/rubios-coastal-grill
Shift Leader
Interacting with guests, staff and management. Opening and/or closing the restaurant according to Rubio's standards by supervising team member performance including setup, food preparation and cleaning. Ensuring Team Members follow all company policies. Completing financial paperwork on a daily basis.
Chandler, Arizona
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Leslie's Poolmart, Inc.
https://www.linkedin.com/company/leslies
Risk Management Intern
Intern of the Leslie's Corporate Risk Management Department. Internship consisted of working along side the department's VP to complete various projects within provided deadlines. Projects included recreating and revamping the department's databases and monthly safety presentations. As an intern I also worked closely with the company's Loss Prevention department.  Within LP I analyzed data reports auto generated throughout the company's entire retail point of sale system in order to review "red-flag" scenarios (internal and external). I also worked closely with the company's Regulatory Affairs department to ensure each retail location (850+ stores) were currently permitted to handle and store hazardous materials. This process included initiating fire inspections if needed and processing applications to obtain the aforementioned along with other permits needed per store location.
Phoenix, Arizona
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Sears, Roebuck and Co.
https://www.linkedin.com/company/sears-stores
Center Aisle Cashier
I was responsible for providing excellent customer service, efficiently and accurately completing sales and service transactions at the cash wraps. Also, I was responsible to handle customer issues that may have arises on the sales floor.
Glendale, Arizona
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Finance
Bachelor of Business Administration (B.B.A.)
Wilkes University
https://www.linkedin.com/school/wilkes-university/
Graduated Magna Cum Laude
Graduated as a finance major and a minor in accounting
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Accounting
Associate in Business (ABus)
Glendale Community College
https://www.linkedin.com/school/glendale-community-college/
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Wilkes Entrepreneurship Club
Secretary
Elected as official Club Secretary in the Spring 2016 semester for the succeeding academic year
Dean's List Spring '17
Wilkes University
Dean's list for the 2017 Spring academic semester
Dean's List Fall '16
Wilkes University
Dean's list for the Fall 2016 academic semester
Dean's List Spring '16
Wilkes University
Dean's list for the 2016 Spring academic semester
Dean's List Fall '15
Wilkes University
Dean's list for the 2015 Fall academic semester
Accounting Principles I
111
Uses of Accounting Info I
230
Uses of Accounting Info II
240
Advanced Taxes
322
Business Strategy and Decision Making
461
Intermediate Accounting I
201
Intermediate Accounting II
202
International Business
358
Introduction to Finance
240
Long-Range Financial Planning
345
Managerial Finance
341
Spanish
101
Taxes
321
Entrepreneurial Finance
343
Social Services
Mesa United Way
https://www.linkedin.com/company/mesa-united-way
Volunteer Income Tax Assistance Member
VITA/TCE, which stands for volunteer income tax assistance/tax counseling for the elderly, is an organization within the state of Arizona. I volunteer as a tax preparer.
https://brokercheck.finra.org/individual/summary/6808724#examsSection
Uniform Combined State Law Examination (Series 66)
brokercheck.finra.org
NASAA
https://brokercheck.finra.org/individual/summary/6808724
General Securities Registered Representative (Series 7)
brokercheck.finra.org
Financial Industry Regulatory Authority (FINRA)
https://brokercheck.finra.org/individual/summary/6808724
Uniform Securities Agent (Series 63)
brokercheck.finra.org
NASAA
VITA/TCE Certification (Volunteer Income Tax Assistant)
Internal Revenue Service
https://www.linkedin.com/in/jessica-palmer-b56564232
Jessica Palmer
Benefits Advisor for Aflac
Boca Raton, FL
https://www.linkedin.com/in/mariely-dominguez-323a99100
Mariely Dominguez
Retirement Sales Consultant at Vanguard
Phoenix, AZ
https://www.linkedin.com/in/john-blair-iii-cfp%C2%AE-53716770
John Blair III, CFP®
High Net Worth Financial Advisor at Vanguard
Chadds Ford, PA
https://www.linkedin.com/in/kristinacichanowsky
Kristina Cichanowsky
Commercial Analyst
West Chester, PA
https://www.linkedin.com/in/riziqf
Riziq Fattah
Senior Investment Associate at Vanguard
Wilson, NC
https://www.linkedin.com/in/logan-kannes-cfp%C2%AE%EF%B8%8F-mba-14323ab1
Logan Kannes, CFP®️, MBA
High Net Worth Financial Advisor  at Vanguard
Phoenix, AZ
https://www.linkedin.com/in/jenleighhill-cfp
Jen Hill, CFP®
High Net Worth Financial Advisor at Vanguard
Charlotte, NC
https://www.linkedin.com/in/kimberly-lines-cfp%C2%AE-858049138
Kimberly Lines, CFP®
New Hire Manager at Vanguard
Charlotte, NC
https://www.linkedin.com/in/emilybrown11
Emily Brown
Client Relationship Associate
Philadelphia, PA
https://www.linkedin.com/in/claire-wohlfeil
Claire Wohlfeil, CFP®
High Net Worth Financial Advisor at Vanguard
Greater Phoenix Area
https://www.linkedin.com/in/samuel-rich-27b2a93b
Samuel Rich
.
Greater Phoenix Area
https://www.linkedin.com/in/harold-dorenbecher-11745788
Harold Dorenbecher
Managing Director at Northern Trust Corporation
Phoenix, AZ
https://www.linkedin.com/in/brandon-jew-10b323100
Brandon Jew
Trade Management Oversight Senior Analyst at Vanguard
Gilbert, AZ
https://www.linkedin.com/in/anthonycontrucci
Anthony Contrucci
Second Vice President, Manager at Northern Trust Corporation
Scottsdale, AZ
https://www.linkedin.com/in/rdavidriter
Randolph David Riter
Technical Coordinator at Northern Trust Corporation
Gilbert, AZ
https://www.linkedin.com/in/esmeralda-alexa-v
Esmeralda Alexa Vega, MBA
Human Resources Analyst
Glendale, AZ
https://www.linkedin.com/in/monica-sanchez-94848b24
monica sanchez
Cash Operations Analyst at Northern Trust Corporation
Phoenix, AZ
https://www.linkedin.com/in/john-angotti-aa11b7100
John Angotti
Team Lead at Northern Trust Corporation
Scottsdale, AZ
https://www.linkedin.com/in/daniel-macleod-a80a7b26
Daniel MacLeod
Offering level-funded solutions for brokers selling group medical benefits
Columbus, OH
https://www.linkedin.com/in/chelseabenberry
Chelsea Benberry
Financial Services Professional at Charles Schwab
Indianapolis, IN