Shaquan Davis

September 22, 2016

ENG-368
Employment Packet
Client Relationship Specialist

106336 Malvern, PA, US

August 8, 2016
Join the team that is the voice of Vanguard to over 5.2 million individual investors,
and launch a dynamic career in the financial services industry with a position in
Vanguards Retail Investor Group (RIG).

As a Client Relationship Specialist, your typical day includes:

Assisting all types of investors with meeting their financial goals-the young adult
opening a first account, a family saving for a childs college education, a married
couple investing for their first home, a high net worth client preserving her wealth,
or an entrepreneur managing his small-business retirement plan.
Using virtual technology to connect with clients and help them manage their
assets.
Developing relationships with clients to understand their unique investment needs
and position appropriate products or solutions.

This job is for you if you:

Have strong communication and relationship management skills.
Excel in explaining complex information in ways that are easy to understand.
Are looking to develop your business and financial acumen.
Are eager to compliment your professional background by obtaining your FINRA
Series licenses.
Want to be part of a small team thats motivated by helping others and serving the
best interests of our investors.
Like to work hard and have a thirst for knowledge
Are flexible and thrive in fast-paced work environments.
Aspire to a successful career in financial services.

Crave an environment where you can develop professionally and personally.

Want to enjoy coming to work every day because you care about your teammates
and the investors you support.
Share our commitment to strengthening communities by donating time, talent,
and treasure.

Qualities that will benefit you in the role:

An undergraduate degree, or completed coursework, in any major.
Actively pursuing a degree.
Experience or training related to serving clients, building relationships, or
communicating effectively.
A current securities license.

Bring your future to Vanguard:

Build a successful career with one of the worlds largest investment management
companies. Your experience as a Client Relationship Specialist can lead to a
Vanguard career in advice, sales, relationship management, leadership, and much
more. Whether you have a background in financial services or are interested in
building your knowledge in finance and business, youll receive comprehensive
training, including support for attaining your FINRA Series licenses, that will prepare
you to succeed. And youll be supported by a culture that is focused on your
continued professional and personal development.

Note: Vanguard is not offering visa sponsorship for this position. Additionally,
employment is contingent on a successful drug-screening result.
Our commitment to equal employment opportunity
It is an important objective of Vanguard to provide for all crew members a working
environment that is free from discrimination, prejudice, and bias.
Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its
commitment to equal employment opportunity for all qualified
persons without regard to race, color, national origin, religion, gender, sexual
orientation, gender identity or expression, age, or disability.
In addition, Vanguard prohibits discrimination based on genetic information.

The Vanguard Group is an Investment management company which manages

approximately 3.6 trillion dollars in assets. The Vanguard Group main headquarters
is in Malvern, Pennsylvania, with other big locations in, Scottsdale Arizona, and
Charlotte, North Carolina and other international locations. The current CEO is F.
William Mcnabb III. Vanguard is a privately owned company beginning operations
May 1, 1975, Vanguard strives to take a stand for all investors, to treat them fairly,
and to give them the best chance for investment success. Vanguard is named after
a ship, with such a unique name they even took it to the next step and titled their
employees Crew members.
The Vanguard campus is such a pleasing place to be makes you feel very
comfortable with the College like environment. Vanguards campus isnt your typical
office. Vanguard has taken the name being one of the worlds largest investment
companies, with a wide selection of mutual funds, ETFS, advice, and other financial
services. Founder John C. Bogle structured Vanguard for just one purposeto build
wealth for its clients...and only for its clients. The crucial difference from other fund
companies: Vanguard would redirect net profits from economies of scale to fund
shareholders in the form of lower costs. The arrangement was similar to that of a
credit union or a traditional mutual insurance company. Sales commissions were
eliminated, and operating expenses were kept low. And, soon after its founding,
Vanguard opened the first index mutual fund, launching the era of low-cost index
investing. Vanguard's innovations were revolutionary, but they were not an
overnight success. Indeed, this new approach was often ignored or even scoffed at.
In a fiercely competitive investment arena, Vanguard remains alone in placing
clients' interests in the driver's seat. Our corporate structure is still unique among
mutual fund providers, with shareholders as the ultimate owners, receiving net
profits in the form of lower costs. As it continues to expand further into international
markets, Vanguard offers an ever-wider range of investment products and services
for individuals, institutions, and financial advisors, all at costs that are consistently
among the lowest in the industry.
Vanguard's dedicated crew is led by an experienced, stable management
team. We've had just three CEOs in nearly four decades, with Chairman and CEO F.
William McNabb leading the firm since 2008. Because Vanguard can't be acquired
by an outside entity, our clients can be confident that we will remain the same
unique company, focused solely on their interests, in the years ahead. Vanguard
clients are served by professionals that are among the most exceptional in the
investment industry. Our employees, known internally as crew members, provide
loyalty-inspiring service and low-cost investment products to millions of clients
around the globe. Their passion and commitment ensure that we continually
improve our quality and cost-efficiency. Every crew member comes to work every
day with a single focus: To serve only the interests of Vanguard fund investors. To
accomplish this mission, we know that we need to work together with commitment
and integrity. Watch some of our crew talk about how we serve our clients.
Vanguard crew members are also Vanguard investors. Our crew had about $5 billion
invested in Vanguard funds as of December 31, 2015. No wonder they are dedicated

to pursuing excellence in everything they do. At Vanguard we value the diversity of

our crew in all its forms, including age, cultural and socioeconomic background,
disability status, family status, gender, national and regional origin, physical
attributes, race, sexual orientation, and religious beliefs. In fact, we know that a
diverse crew is crucial to the high level of service we provide to our millions of
clients.

Shaquan Davis
4247 Markland st
Philadelphia, PA 19124
(267)-671-6747
SD782899@wcupa.edu

September 22, 2016

Greetings, Hiring Manager,

My name is Shaquan Davis, I am writing to express my interest for the Client
Relationship Specialist Position. I believe my customer service background,
dedication to excellence, as well as my interpersonal and communication skills, will
make me a competitive candidate for this role.

Currently, I work for the Glen Mills Schools as a Counselor. My responsibilities

include working as a liaison between students and their parole officers, and parents.
Within this title I have established professional and personal networks, while also
developing my written and verbal communication skills. Through this involvement, I
have developed organization, planning and administration skills and a strong
understanding of effective communication.
I have a passion for Mentoring and being a huge asset to my University. As a senior
at West Chester University of Pennsylvania, I have held several titles. Peer mentor
for the Office of Multicultural Affairs, President for The national Association of black
Accountants, Community service Chair for the Black Student Union, and
Multicultural Ambassador. During my Presidential status for NABA, I have lead the
West Chester Chapter to being Back to back Chapters of the year in the Philadelphia
Region, and also being chosen as the Student of the Year in the region. With West

Chester having the highest amount of members in the State of Pennsylvania I have
assisted with turning West Chester into a premier chapter. If given the opportunity I
believe that I can effectively assist in many aspects of this organization and serve
as an ideal employee because of my prior experience in communicating with
people.

Thank you for your time and consideration and I look forward to hearing from you to
further discuss my qualifications and to learn more about this exciting opportunity.

Sincerely,
Shaquan Davis

Shaquan Davis
4247 Markland Street, Philadelphia, PA 19124
Email: SD782899@wcupa.edu Phone: (267) 671-6747

Education:

West Chester University of Pennsylvania

School of Business West Chester, PA

Expected to graduate: Spring 2017

Bachelors of Science: Finance and Accounting minor

AACSB Accredited

Experience:
June 16 Present

Jan 13 May15

Counselor, Glen Mills School Glen Mills, PA (30+ hours a week)

Work directly with students as a Positive Role Model.
Lead Students in Group Counseling sessions.
Assist with avoiding common academic, social, and personal pitfalls.
Coordinate the daily operations of the program.
Technology Consultant, ResNet Central, West Chester, PA (25+hours a week)
Lead West Chester Universitys technology help desk.
Provide technical support to over 15,000 students.
Offer creative solutions to improve and maintain the student network.
Represented IT department at new student orientation through presentation.

Mar 11 Apr14

Shift Manager, Ritas Italian Ice, Philadelphia, PA (25+hours a week)

Managed 15 employees with over 1,000 customers a day.
Handled and ordered all inventory for the store while reviewing time sheets.
Created a customer friendly atmosphere in a fast pace environment.
Enforced and maintained sanitary work environment.

Nov11- May12

Explorers Intern, PricewaterhouseCoopers, Philadelphia, PA

Utilized skills to participate in Mock Interviews.
Developed strategic thinking through group activities.
Experienced Insight in the accounting field.
Scholarship award Winner

Leadership Experience:
Mar 16 Present

Student Advisor, National Association of Black Accountants (NABA), West Chester University
Past President for 2014-2016 Fiscal year.
Chapter Of the Year 2014-2016 Philadelphia Region
Student of the year 2015-2016 Philadelphia Region
Best upcoming Organization on Campus 2014-2015

Jun 14 Jul 15

Student Counselor, Accounting Career Awareness Program, Temple University, Philadelphia, PA

Counselor/Mentor for 4 Exceling High School Students.
Lead students through a Case Study Competition.
Winning Counselor in the Case Study Competition.
Counselor of 4 Scholarship winners of the program.

Activities:

2nd Vice Basileus of Epsilon Pi Chapter of the Omega Psi Phi Fraternity Incorporated.
Resident Hall Association (RHA) Leader.
Peer Mentor for the Office Of Multicultural Affairs
Community Service Chair of the Black Student Union.
Multi-Cultural Ambassador of West Chester University.

2012 2nd Place winner for Francis Harvey Public Speaking Competition.
NABA annual Scholarship award winner.
Voted Man of the Year for the 2014-2015 student awards ceremony

Honors/Awards:

Additional Skills:

Bloomberg, Microsoft Office & Mini-tab Windows, Mac OS, Linux

Proficient in Microsoft Word, Power point, Excel