Christopher Rotondo
Advice Client Service Representative
Charlotte
Summary
Dynamic professional with a background at Vanguard, excelling in investment management and client relationship management. Proven ability to resolve complex issues while delivering exceptional service. Leveraged teamwork and problem-solving skills as a former professional baseball player, demonstrating resilience and adaptability in high-pressure environments. Committed to achieving client success and financial goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Advice Client Service Representative
Vanguard
03.2026 - Current
- Assist clients with investment, retirement, and brokerage accounts, providing support on transactions, account servicing, and portfolio-related inquiries.
- Help clients better understand their investments and long-term financial strategies through clear and effective communication.
- Resolve complex account issues while ensuring compliance with financial regulations and internal policies.
- Deliver a high level of client service while managing a high volume of inbound calls and client requests.
- Collaborate with internal teams to efficiently address client needs and maintain a strong client experience.
Professional Baseball Player
St. Louis Cardinals
07.2022 - 03.2025
- Competed as a professional baseball player in a highly competitive environment requiring discipline, resilience, and consistent performance under pressure.
- Committed to year-round training, film study, and performance analysis to continuously improve individual and team outcomes.
- Worked closely with coaching staff and teammates to execute strategic game plans and achieve organizational goals.
- Developed strong mental toughness, adaptability, and accountability while performing in results-driven environments.
Education
Post-Graduate Certificate - Human Resources Development
Villanova University
Villanova, PA 05.2001 -
Bachelor of Arts - Business Communication
Villanova University
Villanova, PA 05.2001 -
Skills
- Investment Management
- Financial Planning
- Client Relationship Management
- Portfolio Construction
- Capital Markets
- Teamwork & Collaboration
- Problem Solving / Decision Making
Accomplishments
- Team Captain, Villanova Baseball – NCAA Division I (2022)
- Tied for most triples in Villanova baseball history
- Named First Team All-Big East & ABCA/Rawlings All-East Region Second Team (2022)
- Athletic Director Honor Roll & Big East All-Academic Team (2018–2022)
Certification
Securities Industry Essentials (SIE)
Timeline
Advice Client Service Representative
Vanguard
03.2026 - Current
Securities Industry Essentials (SIE)
08-2025
Professional Baseball Player
St. Louis Cardinals
07.2022 - 03.2025
Post-Graduate Certificate - Human Resources Development
Villanova University
05.2001 -
Bachelor of Arts - Business Communication
Villanova University
05.2001 -