As the CMO for Vanguard’s Financial Advisor Services division, Amy is responsible for leading a team of marketing and client experience professionals focused on helping financial advisors build upon their reputation while giving their clients the best opportunity for investment success.
Over her two decades at Vanguard, Amy has a proven track record as an innovative leader including her time heading Vanguard’s Asset Management Services™ team where she oversaw the Vanguard National Trust Company — which managed investments on behalf of individual clients, families, trusts, and nonprofit institutions. She led the Retail Client Experience Group where she was responsible for Vanguard’s early entrance into social media and provided creative oversight of vanguard.com – which provides account access and investment information to millions of retail visitors annually. Amy also led Web Strategy teams in Vanguard’s Information Technology division, providing business strategy and implementation for the suite of Institutional web properties focused on retirement plan sponsors, plan participants, and financial advisors.
Amy is a passionate advocate for living the “growth mindset” model for not only herself but her team and is an early adopter and change agent on a number of enterprise initiatives focused on creating world class experiences for both clients and crew alike.
