Donald Naseef, CFP® in

Donald Naseef, CFP®

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Sales & Operations Manager at Vanguard
📍 Phoenixville, Pennsylvania, United States

Donald Naseef is a Sales Manager at Vanguard with over eight years of experience in financial services. A Certified Financial Planner (CFP) and graduate of West Chester University, he is an expert in call center operations and leads a team of investment sales consultants, focusing on coaching and development.

His community involvement includes co-founding the first university chapter of Bringing Hope Home, an organization that provides financial support to families battling cancer. This initiative involved significant fundraising and marketing efforts to assist families in the Greater Philadelphia area.

Unique fact: He co-founded a charitable organizations first college chapter while he was still a student.

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Experience
8 Years
Current Role
Sales & Operations Manager
Job Level
Middle
Location
Phoenixville, Pennsylvania, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Donald cares about

Client Financial Planning
As a Certified Financial Planner, he has extensive experience performing needs assessments and developing suitable investment recommendations for clients.
Sales Team Development
He leads and coaches a team of over 30 sales professionals, focusing on performance evaluation, setting targets, and promoting career progression.
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Career

Work history

3-2024
Sales & Operations Manager
Vanguard
11-2021 - 3-2024
Sales & Operations Leader
Vanguard
9-2019 - 10-2021
Financial Advisor
Vanguard
6-2015 - 11-2016
Data Entry Administrator
Moody's Analytics
2-2014 - 5-2016
WCU Chapter: Co-founder/Vice-President/Treasurer
Bringing Hope Home
In the press

Media appearances

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Education
2012 - 2016
Bachelor’s Degree
West Chester University of Pennsylvania
2010 - 2012
Education details unavailable
La Salle College High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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