Toni-Ann Slaney
@toni-annslaney
I support banking and brokerage clients with account servicing, financial guidance, and trusted relationship management.
United StatesWhat I'm looking for
I've supported banking, brokerage, and financial-services clients at WSFS Bank, Vanguard, and DLL, helping clients open and service accounts, complete transactions, and resolve account questions accurately.
At Vanguard, I supported brokerage and investment clients with servicing, contributions, distributions, maintenance requests, and complex account research while working within FINRA requirements. I'm Series 7 and 63 licensed and bring a consultative approach to understanding financial needs, explaining options clearly, and connecting clients with appropriate banking, lending, and investment resources.
Experience
Work history, roles, and key accomplishments
Built and maintained client relationships by understanding financial goals and recommending banking products and services. Opened and serviced consumer deposit accounts, handled teller transactions, and educated clients on digital banking tools.
Education
Degrees, certifications, and relevant coursework
Western Governors University
Bachelor of Science, Finance
Pursuing a Bachelor of Science in Finance with an expected graduation in May 2027.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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