Robert Poe is an accomplished professional with a strong background in business development and sales, currently serving as an Internal Regional Consultant for Vanguard Retirement Plan Access since June 2021. In this role, Robert collaborates closely with the Regional Director to strategically foster new business opportunities within a designated territory, contributing to the development and execution of a comprehensive business plan aimed at increasing assets and market share. Prior to this position, Robert held various roles at Northern Trust Corporation, where responsibilities included serving as a Sales Consultant in the Institutional Investor Group, as well as an Associate within the IMLG/ASA Custody division. Robert’s career began at Quicken Loans, where a progression from Associate Mortgage Banker to Senior Mortgage Banker was achieved. Robert holds a Bachelor of Business Administration from The University of Iowa Tippie College of Business, specializing in Business Economics and Entrepreneurial Management, which was completed in 2014.
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