In her role as Senior Client Services Manager, Laura services client accounts in many ways. Among other responsibilities, she coordinates annuity and 529 plan accounts and ensures impeccable client service by properly setting up new accounts.
Prior to joining Telemus, Laura was an Associate Financial Representative for Northwestern Mutual Financial Network where she serviced client accounts by performing various functions including generating client allocation reports, running trades and processing applications. She was also previously employed at C. Curtis & Associates as a Registered Representative/ Operations Manager. While there, Laura coordinated opening of client investments and resolved client issues.
Laura received her bachelors of Business Administration from Eastern Michigan University. She has obtained her Series 7, 63, life, accident and health licenses and is also a Notary Public. Laura is currently attending graduate school at the University of Michigan-Dearborn. She is a member of the Certified Emergency Response Team of Dearborn and the National Woman’s Martial Arts Federation. |