Partnering with VRPA can help advisors serve their clients. Steve Holman, principal and new head of Vanguard Retirement Plan Access (VRPA), describes qualities Vanguard and his coach share, reflecting on his first career as a professional athlete.
Steve Holman is a principal and head of Vanguard Retirement Plan Access™, a comprehensive suite of services for defined contribution retirement plans under $20 million. Previously, Mr. Holman was head of Institutional Sales Operations, where he led several teams that provided strategic support to institutional sales executives. During his 14 years at Vanguard, Mr. Holman has served in leadership roles in the Portfolio Review Department, Flagship Services®, Insurance Services, and IRA Services, and, in his first role at Vanguard, was a project manager in Corporate Strategy. Mr. Holman is currently the co-lead for the Vanguard Black Professional Network. He led the crew campaign for the United Way in 2012.
Mr. Holman earned a B.A. in English from Georgetown University and an M.B.A. in finance from the Wharton School of the University of Pennsylvania. He holds FINRA Series 7, 63, and 24 licenses.