Kevin Mosley
@kevinmosley
Client Relationship Specialist with a strong background in finance.
United StatesWhat I'm looking for
I am a dedicated professional with a strong background in client relationship management and financial services. My experience as a Client Relationship Specialist at Vanguard allowed me to manage a portfolio of high-net-worth clients, providing personalized financial advice and solutions tailored to their unique needs. I pride myself on delivering outstanding service and ensuring compliance with industry regulations.
In addition to my financial expertise, I have a diverse background in sales and marketing, having worked as a Sales Representative at IKEA and as a Marketing Intern at the Community College of Philadelphia. These roles have honed my ability to communicate effectively with clients and understand their needs, which I believe is crucial in any customer-facing position.
Experience
Work history, roles, and key accomplishments
Doorguy
Mckenizes Midtown Tavern
May 2025 - Present (2 months)
Responsible for maintaining a safe and secure environment for patrons and staff. Duties include monitoring entrances, checking ID’s and diffusing potentially volatile situations.
Client Relationship Specialist
Vanguard
Jan 2019 - Present (6 years 6 months)
Managed a portfolio of high-net-worth clients offering personalized financial advice and solutions. Conducted comprehensive financial reviews to assist client’s finances and future goals.
Sales Representative
IKEA
Jun 2016 - Present (9 years 1 month)
Recommended products to customers, based on customers' needs and interests. Assisted regular and prospective customers by demonstrating and explaining product features.
Marketing Intern
Community College of Philadelphia
Jan 2015 - Present (10 years 6 months)
Managed camera equipment and lighting setups for filming. Assembled studio sets, and selected film stock and audio equipment for filming.
Education
Degrees, certifications, and relevant coursework
Community College of Philadelphia
Associate's Degree, Business Administration
Completed an Associate's Degree in Business Administration. The curriculum focused on foundational business principles and practices.
West Chester University
Bachelors of Science, Accounting
Obtained a Bachelor of Science in Accounting. The program provided in-depth knowledge of accounting principles and financial reporting.
Availability
Location
United StatesAuthorized to work in
Job categories
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