Mark Malone is a Senior Client Relationship Manager at Vanguard, where they manage a portfolio of U.S. based ultra high net worth clients valued at approximately $2 billion. From 2020 to 2022, they held the position of High Net Worth Client Consultant, Senior Associate, supporting client inquiries and facilitating trades. They began their career at Vanguard as a Retirement Specialist and also worked as a Financial Analyst at HPOne. Mark earned a Bachelor of Arts in Economics from Gettysburg College in 2018.
Location
Philadelphia, United States
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