Brad Ackroyd is an experienced financial professional currently serving as a Northeast Client Success Executive at Vanguard since June 2013, where responsibilities include managing relationships for large market plan sponsors and consulting on fiduciary responsibilities for retirement planning. Prior to this role, Brad held various positions at Vanguard, such as Internal Sales Consultant, Analyst, High Net Worth Client Relationship Manager, and Client Relationship Specialist, demonstrating a strong ability to support clients in investment success and portfolio management. Before joining Vanguard, Brad worked at TD as a Small Business Loan Administrator and co-led initiatives at SIFE's York Business Academy, focusing on business development and mentorship. Brad holds a Bachelor of Science in Business Administration/Finance and has pursued further studies related to Chartered Financial Analysis at York College of Pennsylvania.
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