Theresa Westwood in

Theresa Westwood

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Client Executive, Wealth Management at Vanguard
📍 Royersford, Pennsylvania, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
18 Years
Current Role
Client Executive, Wealth Management
Location
Royersford, Pennsylvania, United States
Personality Overview

How Theresa shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Theresa cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2022
Client Executive, Wealth Management
Vanguard
11-2018 - 10-2022
Department Head, Client Relationships
Vanguard
1-2016 - 11-2018
Senior Manager, Retirement Marketing
Vanguard
2-2018 - 7-2018
Acting Department Head - Annuity and Insurance Services
Vanguard
1-2015 - 1-2016
Senior Marketing Manager, Personal Advisor Services
Vanguard
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2011
Masters
Penn State University
1999 - 2003
B.A.
DeSales University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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