Facing Unexpected Challenges:
➡️ In January 2020, Elizabeth found herself at a crossroads. With years of experience in the
restaurant business and retail cuisine, she faced an unexpected challenge when the pandemic
hit.
➡️ The ready-made food sections at the retailers where her company’s products were sold
were shut down due to safety concerns, leading to a significant decline in sales.
➡️ After navigating the companies successfully through that rough time, Elizabeth decided to retire from the food business and pivot to a new career path.
Exploring New Horizons:
📍During her break, Elizabeth focused on personal finance, a field she had always been passionate about.
📍She had previously pursued and completed her CFP® education, passing the exam on her first attempt.
📍To complete her journey for the new certification, Elizabeth began exploring opportunities where she could combine her love for finance with her desire to make a meaningful impact.
Joining Vanguard’s RTW program:
↪️ Elizabeth's journey took a significant turn when she joined Vanguard, a company known for its mission-oriented approach and commitment to giving investors a fair chance.
↪️ When Elizabeth applied to Vanguard, she saw it as a unique opportunity to merge her extensive business experience with her financial expertise as a financial advisor. She did her research and recognized the vast learning opportunities Vanguard offered.
↪️ Elizabeth's hard work and dedication paid off when she was recently promoted to Chief of Staff for the Principal of Advice at Vanguard.
↪️ In this role, she supports the Head of Advice, by helping to run meetings, develop strategies, set agendas, and provide the voice of the advisor at the leadership table.