Vanguard
Heather Davis is an experienced professional in the financial services sector, currently serving as a RIA Strategic Account Sales Executive at Vanguard since July 2012, where responsibilities include collaborating with National RIA firms to provide investment solutions and practice management content. Previously, Heather held the position of Key Account Sales Executive, focusing on institutional asset managers and investment strategists. Prior roles include client relationship management at GMO and institutional business development at Longview Partners, as well as managerial responsibilities at Bernstein Investment Research and Management. Heather holds a Bachelor of Science degree in Finance from the Kelley School of Business at Indiana University, earned in 2001.
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Vanguard
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Vanguard is one of the world's largest investment management companies. As of October 31, 2020, Vanguard managed $6.3 trillion in global assets. The firm, headquartered in Valley Forge, Pennsylvania, offers more than 420 funds to its more than 30 million investors worldwide. For more information, visit vanguard.com.