Samaa M Moosa

Account Transition Specialist

Samaa M Moosa is a high-skilled professional, that works in Vanguard main office of which is in 3584. on the position of Account Transition Specialist from 2018. This person gained professional experience in more than five positions at various companies. Samaa M Moosa went to the Lesley University and got education there from 2014 to 2016. Baltimore, Maryland is the city, where this expert was known to settle. This expert's phone and email are easily accessed through this website by request.
Name variants:
Samaa Moosa
Last updated Jun 08, 2024

Contact Information

Last Update
Jul 9, 2022
Email
sa**@yahoo.com
Location
Baltimore, MD
Company

Workplace

Vanguard
Account Transition Specialist

Valley Forge, PA

Industry

Financial Services

Work History

Account Transition Specialist

100 Vanguard Blvd, Valley Forge, PA
I partner with clients to consolidate their assets at Vanguard, and help set them up for financial success by offering financial education and investment guidance throughout the process. Ser...
from Jun 2018

Fellow

Maryland
Solved school-wide capital inefficiencies by creating a systematic template to re-balance the budget. Created 200+ interdisciplinary and real-world lessons for inner city students. Manage...
Jun 2014 — Jul 2017

Urban Teachers' Fellow Advisory Board President

Maryland
Led town hall meetings with education residents to gauge problems and allow for feedback. Advised on changes in policy and programmatic content. Consulted Baltimore City Public Schools on...
Aug 2015 — Jun 2017

Medical and Administrative Assistant

Designed and trained staff on efficient templates to meet archival and regulatory needs. Managed client-service follow-ups for 2000 patients. Served 25 patients daily in 12-hr shifts. ...
Jun 2011 — Aug 2012

Secretary

Head of Recall. The Recall department ensures patients are aware when they are due for their followup, contacts them to schedule followups, and reminds them a couple of days before their ap...
Jun 2002 — Aug 2006

Occupations

Executive
Partner
Accountant
Finance and Accounting Specialist
Scientist
Mathematics
Chief Executive
Accounting Bookkeeper
Bookkeeper
Mathematician

Skills

Psychology
Cultural Anthropology
Qualitative Research
Stata
Academic Writing
Nonprofits
Public Speaking
Cultural Adaptation
Microsoft Office
Sociology
Interviewing Skills
Adaptability
Secretarial Skills
Non Profits
Sketchup
Microsoft Publisher
Text Editing
Architectural History
R
Latex
Perseverance
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