10 Vanguard customer service leaders
Danielle Corey, Principal, Head of Advice and Wealth Management Client Service & Operations, is the most senior of these Vanguard customer service leaders, who also head client services, client onboarding, client account services and advisor support. A reader can learn how customer service leaders work at Vanguard from people who have held the role.
Professionals to explore
Carmen Rive
LinkedInExperience: Head of Client Success and Service Journeys · Vanguard
Carmen Rive has been Head of Client Success and Service Journeys at Vanguard since October 2022. Carmen Rive was Principal, Department Head of Client Services, Institutional Retirement at Vanguard from 2019 to 2022, and the profile says Carmen Rive leads a team dedicated to enabling client success and supporting sales professionals.
Danielle Corey
LinkedInExperience: Principal, Head of Advice and Wealth Management Client Service & Operations · Vanguard
Danielle Corey has been Principal, Head of Advice and Wealth Management Client Service & Operations at Vanguard since May 2025. Danielle Corey also held the Vanguard roles Principal, Vanguard Personal Investor - Head of Digital Enablement from 2023 to 2025 and Principal, Vanguard Personal Advisor Svcs. - Head of High Net Worth Advice and Advice Operations from 2020 to 2023.
Jamie Bainbridge
LinkedInExperience: Head of Client Experience & Digital Strategy and Crew Experience · Vanguard
Jamie Bainbridge has been Head of Client Experience & Digital Strategy and Crew Experience at Vanguard since April 2023, a role the profile places in the Customer Service department at Head level. Jamie Bainbridge held Finance Director roles at Vanguard from 2018 to 2023.
Kelly DeHaven Duncan
LinkedInExperience: Head of Services and Operations, Wealth Management · Vanguard
Kelly DeHaven Duncan has been Head of Services and Operations, Wealth Management at Vanguard since November 2022. Kelly DeHaven Duncan was Senior Manager - Retail Sales Group at Vanguard from 2020 to 2022 and CX Journey Owner there from 2018 to 2020.
Lauren K McNeil, MBA
LinkedInExperience: Head of Client Success · Vanguard
Lauren K McNeil has been Head of Client Success at Vanguard since January 2026, a role the profile places in the Customer Service department at Head level. Lauren K McNeil was Head of Workforce Strategy at Vanguard from 2021 to 2024 and Client Services and Operations Manager there from 2017 to 2019.
Minh-Hang Vu, CFP(R)
LinkedInExperience: Head of Client Services, Vanguard Direct Indexing · Vanguard
Minh-Hang Vu has been Head of Client Services, Vanguard Direct Indexing at Vanguard since March 2025, a role the profile places in the Customer Service department at Head level. Minh-Hang Vu also worked at Vanguard as Financial Advisor Manager - HNW from 2023 to 2024 and as Fund Distributions and Accounting Controls Manager from 2021 to 2023.
Miriam Wallace
LinkedInExperience: Head of Advisor Support · Vanguard
Miriam Wallace has been Head of Advisor Support at Vanguard since January 2026, a role the profile places in the Customer Service department at Head level. Miriam Wallace has also been listed as Senior Operations Consultant at Vanguard since 2022 and was Manager of Relationship Management Team there from 2018 to 2020.
Rikki Mulloy Trombley
LinkedInExperience: Head of Client Account Services · Vanguard
Rikki Mulloy Trombley has been Head of Client Account Services at Vanguard since January 2026, a role the profile places in the Customer Service department at Head level. Rikki Mulloy Trombley was Head of Onboarding Operations at Vanguard from 2024 to 2026 and Specialty Operations Manager & Registered Principle Responsible - Transfer of Assets there from 2020 to 2024.
Ryan Dachenhausen, MBA, CFP®
LinkedInExperience: Head of Client Onboarding Services (Retail Investors) · Vanguard
Ryan Dachenhausen has been Head of Client Onboarding Services (Retail Investors) at Vanguard since February 2022, leading a multi-site client operations organization responsible for complex onboarding and asset-movement experiences, according to the profile. Ryan Dachenhausen was Head of Client Solutions Group, Specialty Line at Vanguard from 2019 to 2022.
Tim Muldoon
LinkedInExperience: Head of Advice & Wealth Management Client Engagement Services · Vanguard
Tim Muldoon has been Head of Advice & Wealth Management Client Engagement Services at Vanguard since May 2025, a role the profile describes as head of advice and wealth management servicing and advisor and relationship manager support. Tim Muldoon was Head of Retail Advice Operations at Vanguard from 2019 to 2025.
Choose the right perspective
Match the person's area, such as onboarding, account services, advisor support or advice and wealth management service, to the question you bring. Check when each person started the current role, since a recent start and a long tenure give different views of the work.
Questions to take into the conversation
- 01What did you focus on first when you took on your client service role at Vanguard?
- 02How do you decide which client requests should be handled digitally and which need a service representative?
- 03What has your own work taught you about developing front-line leaders in a service organization?
Reaching Vanguard customer service leaders
How can I contact one of these Vanguard customer service leaders?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 1 company: Vanguard, based on profile data retrieved on October 27, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach Vanguard customer service leaders?
You choose the offer, starting at $5 per person. The offer is what the person receives, and Instant Expert's fee is added on top, so a $100 offer costs you $125. The fee is 20% of what you pay. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.