Vince D. is an experienced investment analyst currently employed at Conrad Siegel since June 2018, where responsibilities include trading, investment reporting, and investment analysis. Prior to this role, Vince held positions as a Client Relationship Specialist and Retirement Plan Assistant, handling client terminations, disbursements, and analyzing retirement contributions. Vince's earlier experience includes a finance internship at HM Health Solutions in 2017, where contributions were made to a product mapping initiative and accruals processes, along with familiarity gained in Coupa. Vince began a career in customer service as a cashier at Giant Food in 2014. Vince holds a Bachelor’s Degree in Finance from Penn State University, earned in 2018.
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