Aubrey McCown
High Net Worth Relationship Manager at Vanguard
Relationship Manager at Vanguard
A hardworking and dependable individual with extensive customer service experience and a deep-seeded background in the field of finance, as well as the field of accounting. Organization and perseverance are the contributing factors to my day to day success. For further inquiry, please feel free to contact me at any time.
Vanguard
https://www.linkedin.com/company/vanguard
Scottsdale, Arizona, United States
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High Net Worth Relationship Manager
Vanguard
https://www.linkedin.com/company/vanguard
- 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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Sales Specialist
Vanguard
https://www.linkedin.com/company/vanguard
-  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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Inheritance Consultant
Vanguard
https://www.linkedin.com/company/vanguard
- 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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Inheritance Specialist
Leslie's Poolmart, Inc.
https://www.linkedin.com/company/leslies
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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Facilities Coordinator
Rubio's Restaurants, Inc.
https://www.linkedin.com/company/rubios-coastal-grill
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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Shift Leader
Leslie's Poolmart, Inc.
https://www.linkedin.com/company/leslies
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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Risk Management Intern
Sears, Roebuck and Co.
https://www.linkedin.com/company/sears-stores
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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Center Aisle Cashier
Bachelor of Business Administration (B.B.A.)
Graduated Magna Cum Laude
Graduated as a finance major and a minor in accounting
Finance
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Wilkes University
https://www.linkedin.com/school/wilkes-university/
Associate in Business (ABus)
Accounting
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Glendale Community College
https://www.linkedin.com/school/glendale-community-college/
Elected as official Club Secretary in the Spring 2016 semester for the succeeding academic year
Wilkes Entrepreneurship Club
Secretary
Dean's list for the 2017 Spring academic semester
Wilkes University
Dean's List Spring '17
Dean's list for the Fall 2016 academic semester
Wilkes University
Dean's List Fall '16
Dean's list for the 2016 Spring academic semester
Wilkes University
Dean's List Spring '16
Dean's list for the 2015 Fall academic semester
Wilkes University
Dean's List Fall '15
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
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.
Volunteer Income Tax Assistance Member
NASAA
brokercheck.finra.org
Uniform Combined State Law Examination (Series 66)
https://brokercheck.finra.org/individual/summary/6808724#examsSection
Financial Industry Regulatory Authority (FINRA)
brokercheck.finra.org
General Securities Registered Representative (Series 7)
https://brokercheck.finra.org/individual/summary/6808724
NASAA
brokercheck.finra.org
Uniform Securities Agent (Series 63)
https://brokercheck.finra.org/individual/summary/6808724
Internal Revenue Service
VITA/TCE Certification (Volunteer Income Tax Assistant)
https://www.linkedin.com/in/jessica-palmer-b56564232
Boca Raton, FL
Jessica Palmer
Benefits Advisor for Aflac
https://www.linkedin.com/in/mariely-dominguez-323a99100
Phoenix, AZ
Mariely Dominguez
Retirement Sales Consultant at Vanguard
https://www.linkedin.com/in/john-blair-iii-cfp%C2%AE-53716770
Chadds Ford, PA
John Blair III, CFP®
High Net Worth Financial Advisor at Vanguard
https://www.linkedin.com/in/kristinacichanowsky
West Chester, PA
Kristina Cichanowsky
Commercial Analyst
https://www.linkedin.com/in/riziqf
Wilson, NC
Riziq Fattah
Senior Investment Associate at Vanguard
https://www.linkedin.com/in/logan-kannes-cfp%C2%AE%EF%B8%8F-mba-14323ab1
Phoenix, AZ
Logan Kannes, CFP®️, MBA
High Net Worth Financial Advisor  at Vanguard
https://www.linkedin.com/in/jenleighhill-cfp
Charlotte, NC
Jen Hill, CFP®
High Net Worth Financial Advisor at Vanguard
https://www.linkedin.com/in/kimberly-lines-cfp%C2%AE-858049138
Charlotte, NC
Kimberly Lines, CFP®
New Hire Manager at Vanguard
https://www.linkedin.com/in/emilybrown11
Philadelphia, PA
Emily Brown
Client Relationship Associate
https://www.linkedin.com/in/claire-wohlfeil
Greater Phoenix Area
Claire Wohlfeil, CFP®
High Net Worth Financial Advisor at Vanguard
https://www.linkedin.com/in/samuel-rich-27b2a93b
Greater Phoenix Area
Samuel Rich
.
https://www.linkedin.com/in/harold-dorenbecher-11745788
Phoenix, AZ
Harold Dorenbecher
Managing Director at Northern Trust Corporation
https://www.linkedin.com/in/brandon-jew-10b323100
Gilbert, AZ
Brandon Jew
Trade Management Oversight Senior Analyst at Vanguard
https://www.linkedin.com/in/anthonycontrucci
Scottsdale, AZ
Anthony Contrucci
Second Vice President, Manager at Northern Trust Corporation
https://www.linkedin.com/in/rdavidriter
Gilbert, AZ
Randolph David Riter
Technical Coordinator at Northern Trust Corporation
https://www.linkedin.com/in/esmeralda-alexa-v
Glendale, AZ
Esmeralda Alexa Vega, MBA
Human Resources Analyst
https://www.linkedin.com/in/monica-sanchez-94848b24
Phoenix, AZ
monica sanchez
Cash Operations Analyst at Northern Trust Corporation
https://www.linkedin.com/in/john-angotti-aa11b7100
Scottsdale, AZ
John Angotti
Team Lead at Northern Trust Corporation
https://www.linkedin.com/in/daniel-macleod-a80a7b26
Columbus, OH
Daniel MacLeod
Offering level-funded solutions for brokers selling group medical benefits
https://www.linkedin.com/in/chelseabenberry
Indianapolis, IN
Chelsea Benberry
Financial Services Professional at Charles Schwab