Grace Stratford
About Grace Stratford
Grace Stratford is an Internal Wholesaler specializing in mutual funds at Transamerica, where she has worked since 2023. She holds a Bachelor of Science in Finance from the University of South Carolina and has previous experience in financial roles at Northwestern Mutual and Vanguard.
Work at Transamerica
Grace Stratford currently serves as an Internal Wholesaler for Mutual Funds at Transamerica. She has held this position since 2023, working from the company's office in Denver, Colorado. In her role, she focuses on promoting and distributing mutual fund products, leveraging her knowledge and experience in the financial services industry.
Education and Expertise
Grace Stratford earned her Bachelor of Science degree in Finance and Financial Management Services from the University of South Carolina. She attended the university from 2018 to 2022, acquiring a solid foundation in financial principles and practices. This educational background supports her expertise in various financial roles throughout her career.
Background in Financial Services
Grace Stratford has accumulated diverse experience in the financial services sector. She began her career as a College Financial Representative at Northwestern Mutual in Richmond, Virginia, where she worked for 10 months from 2021 to 2022. Following this, she held multiple roles at Vanguard, including Retirement Specialist and Client Relationship Associate, further enhancing her skills in client management and retirement planning.
Previous Experience at lululemon
Before entering the financial services industry, Grace Stratford worked as a Lululemon Educator from 2019 to 2021 in the Richmond, Virginia area. In this role, she engaged with customers, providing product knowledge and support, which contributed to her strong communication and interpersonal skills.