Vanguard
Jim Prestifilippo, CFP®, has extensive experience in the financial services industry, currently serving as Senior Manager and Head of Sales Process & Efficiency at Vanguard since February 2014. Their career at Vanguard includes roles such as Sales Development Desk Manager, Senior Internal Sales Consultant, Internal Sales Consultant, Sales Administrator, Data Analyst, and Processing Associate. Prior to joining Vanguard, Jim Prestifilippo worked at Prudential Financial as a Senior Customer Service Associate from August 2012 to February 2014. Jim Prestifilippo holds a Master of Business Administration in Strategic Management from the Fox School of Business at Temple University, earned between 2017 and 2020, and a Bachelor of Arts in History from Bloomsburg University of Pennsylvania, completed in 2012.
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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.