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Brandon Banta has extensive experience at Vanguard, starting as a Brokerage Investment Professional and advancing to various leadership roles including Line Manager and Team Leader. Key responsibilities include leading root cause analysis sessions, managing client account resolutions, and facilitating cross-site training. Brandon has driven digitalization initiatives within Retail Services and played an essential role in enhancing workflow efficiencies through Lean Management principles. In addition to engaging clients with investment guidance, Brandon developed a mentorship program for new employees. Prior to Vanguard, Brandon completed a summer internship at WestPoint Financial Group and holds a Bachelor’s Degree in Financial Planning and Services from Purdue University.