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Loni Roe

Loni Roe

Followers of Loni Roe240 followers
location of Loni RoePhoenix, Arizona, United States

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  • Timeline

  • About me

    Dynamic thinker with expertise in strategic planning, data analysis, project management, and enhancing operational efficiencies.

  • Education

    • Arizona State University - W. P. Carey School of Business

      2013 - 2017
      Bachelor of Arts - BA Business/Corporate Communications

  • Experience

    • Vanguard

      Jan 2018 - Aug 2021

      • Relationship Analyst, Bank Strategy Relationship Group

        Feb 2021 - Aug 2021

      • Fund Financial Analyst, Security Pricing

        Apr 2019 - Feb 2021

      • Client Relationship Specialist, Education Savings Group

        Jan 2018 - Apr 2019

    • Arizona State University

      Nov 2021 - Dec 2023

      • Event Manager - Special Projects / Strategy, Knowledge Enterprise

        Oct 2023 - Dec 2023

      • Senior Coordinator, Knowledge Enterprise Events

        Nov 2022 - Oct 2023

      • Event Coordinator, Knowledge Enterprise

        Nov 2021 - Nov 2022

    • ASU University Design Institute

      Dec 2023 - now
      Project Manager, Leadership Programs

  • Licenses & Certifications

    • Series 63

      FINRA
      Mar 2018

    • Social Media Marketing Certificate

      HubSpot Academy
      Apr 2022

    • Inbound Marketing Certificate

      HubSpot Academy
      Feb 2022

    • Series 6

      FINRA
      Mar 2018