Marco De Freitas
Principal and Head of Client Experience & Digital, Vanguard Personal Investor
Marco De Freitas is principal and head of Client Experience & Digital for Vanguard Personal Investor. De Freitas leads Personal Investor's CX strategy and its efforts to reimagine end-to-end client journeys across channels. His cross-functional teams of product managers, UX/design, analytics and software engineers are focused on transforming Vanguard's client experience, improving client loyalty and driving better financial outcomes for Vanguard clients. He holds Series 7, 24, 63 and 66 licenses.
Website: investor.vanguard.com | LinkedIn: www.linkedin.com/in/marco-de-freitas | X: @marcodefreitas