Adam A. Dolga
Phoenixville,PA
Overview
5
5
years of professional experience
Work History
Client Service Associate
Vanguard
Malvern, PA
07.2025 - Current
- Obtained SIE, Series 7, and Series 63 licenses.
- Process client mutual fund, stock, and ETF transactions to ensure accurate and timely execution.
- Research and resolve client account restrictions and transaction issues using CRAVE, enhancing client satisfaction.
- Maintain up-to-date knowledge of market activity.
- Analyze equity price changes on Thomson 1 and report the data back to the client.
- Assist clients with RMD, automatic investment, and withdrawal plans.
- Utilize Dynamics and BPM to document client activity.
- Communicate complex financial information to clients, facilitating informed decision-making.
- Process direct and indirect IRA rollovers and Roth IRA conversions.
- Communicate tax rules to clients regarding IRA's.
Township Auditor
East Coventry Township
East Coventry, PA
01.2024 - 01.2026
- Served as elected official in local government.
- Review and approve township employees' wage increases.
- Analyze growth chart of proposed wage increases.
Inventory Manager
JW Firearms
Pottstown, PA
02.2022 - 06.2025
- Managed inventory purchasing, pricing, and replenishment using market analysis.
- Analyzed pricing trends and product demand for purchasing decisions and inventory levels.
- Trained new employees on inventory systems, compliance procedures, and background check processes.
- Processed purchase transactions, special orders, and product transfers.
- Maintained up-to-date knowledge of product features and benefits to assist customers.
- Accurately collected and submitted information for customer background checks.
- Acquired and maintained a vast knowledge of industry regulations and laws.
Education
B.S. Ed. - Social Studies & Political Science
Kutztown University of Pennsylvania
Kutztown, PA05-2023
Skills
- Microsoft Office
- CRAVE
- Thomson ONE
- Data Analysis
- Market Research
- Investment Products
- Regulatory Compliance
- Client Relationship Management
Timeline
Client Service Associate
Vanguard
07.2025 - Current
Township Auditor
East Coventry Township
01.2024 - 01.2026
Inventory Manager
JW Firearms
02.2022 - 06.2025
B.S. Ed. - Social Studies & Political Science
Kutztown University of Pennsylvania