Krasimira G Georgieva

Relationship Manager

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Location:

Philadelphia, PA

Industry:

Financial Services

Work:

Vanguard - Malvern, PA since Apr 2013
Sales Analyst
Vanguard - Malvern ,PA Dec 2011 - Apr 2013
Institutional Sales Administrator
Vanguard - Malvern, PA Mar 2008 - Dec 2011
Conversion Project Administrator
Vanguard - Malvern, PA Nov 2006 - Mar 2008
Financial Associate
Vanguard - Malvern, PA Sep 2005 - Nov 2006
Client Relationship Associate

Education:

Ithaca College 2003 - 2005
Bachelor of Business Administration (BBA), Dual major in Finance and International Business Bay Path College 2001 - 2003
Bachelor of Business Administration (B.B.A.), International Business

Skills:

Mutual Funds
Investments
Portfolio Management
Finance
Series 63
Project Management
Analysis
Risk Management
Series 6
Financial Services
Financial Analysis
Crm
Investment Strategies
401K
Relationship Management
Financial Planning
Financial Reporting
Strategic Financial Planning
Asset Allocation
Finra
Competitive Analysis
Business Relationship Management
Institutional Sales
Retirement Benefits
Igrafx
Strategy
401 Retirement Savings Plans
Morningstar Direct
Leadership

Languages:

English
Bulgarian

Certifications:

Finra Series 6 & 63

Krasimira Georgieva

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Krasimira Georgieva

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Krasimira Georgieva

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