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Laurie Marshall Cfp
Laurie Marshall Cfp
Vice President, Wealth Advisor | Sequoia Financial Group
Troy, Michigan, United States
Laurie Marshall Cfp
Summary
Laurie Marshall is a distinguished financial professional with a robust background in financial services, recognized by Crain's as a Notable Woman in Finance in 2018. As a Certified Financial Planner and Vice President at Sequoia Financial Group, she is dedicated to empowering individuals, particularly women, to take charge of their financial futures. Her career spans over three decades, encompassing roles in banking, management consulting, and private client advisory, showcasing her versatility and depth of knowledge in the financial sector. Laurie holds an MBA from the Tuck School of Business at Dartmouth and a BS in Mathematics from Mount Holyoke College, which underpin her analytical skills in finance. She is passionate about spreading financial literacy and crafting bespoke financial strategies that prioritize her clients' best interests. Outside of her professional endeavors, Laurie is likely to engage in community initiatives that promote financial education and women's empowerment, reflecting her commitment to social advocacy.
Laurie Marshall Cfp
Work Experience
Vice President, Wealth Advisor at
Sequoia Financial Group
January 2019 - Present
Vice President at
Sequoia Financial
January 2019 - Present
Principal, Senior Financial Advisor at
Ljpr Financial Advisors
January 2017 - December 2018
Principal, Senior Financial Advisor at
LJPR Financial Advisors
January 2017 - December 2018
Financial Advisor at
LJPR Financial Advisors
August 2015 - January 2017
Financial Advisor at
Ljpr Financial Advisors
August 2015 - January 2017
Private Client Advisor at
JPMorganChase
December 2013 - July 2015
Private Client Advisor at
Jpmorgan Chase Bank
December 2013 - July 2015
Banker at
J.P. Morgan
June 2011 - November 2013
Banker at
Jp Morgan
June 2011 - November 2013
Financial Advisor at
Merrill Lynch
May 2003 - May 2011
Financial Advisor at
Merrill Lynch
May 2003 - May 2011
Director, Finance Transformation at
The Hackett
May 1996 - April 2003
Director, Finance Transformation at
The Hackett Group Inc.
May 1996 - April 2003
Senior Consultant at
Capgemini
October 1994 - April 1996
Senior Consultant at
Capgemini
October 1994 - April 1996
Vice President, Leveraged Finance at
Bank of America
May 1988 - September 1994
Vice President, Leveraged Finance at
Bank Of America
May 1988 - September 1994
Laurie Marshall Cfp
Education
Tuck School of Business at Dartmouth
January 1986 - January 1988
Bloomfield Hills High School, High School Diploma
Mount Holyoke College, Bachelor of Science (BS)
January 1978 - January 1982
Mount Holyoke College, Bachelor Of Science (Bs)
The Tuck School of Business at Dartmouth, Master Of Business Administration (M.B.A.)
Andover High School
Frequently Asked Questions about Laurie Marshall Cfp
What is Laurie Marshall Cfp email address?
Laurie Marshall Cfp's primary email address is *********@sequoia-financial.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Laurie Marshall Cfp work for?
Laurie Marshall Cfp is a Vice President, Wealth Advisor at Sequoia Financial Group, a company specializing in Functions related to depository banking.
Where Laurie Marshall Cfp graduated from?
Laurie Marshall Cfp holds a degree in Master of Business Administration (M.B.A.), Finance, General from Tuck School of Business at Dartmouth.
How can I directly contact Laurie Marshall Cfp?
To contact Laurie Marshall Cfp directly, you can use the email address *********@sequoia-financial.com. Complete contact information is available upon registration with Muraena.
Who is Laurie Marshall Cfp?
Laurie Marshall is a distinguished financial professional with a robust background in financial services, recognized by Crain's as a Notable Woman in Finance in 2018. As a Certified Financial Planner and Vice President at Sequoia Financial Group, she is dedicated to empowering individuals, particularly women, to take charge of their financial futures. Her career spans over three decades, encompassing roles in banking, management consulting, and private client advisory, showcasing her versatility and depth of knowledge in the financial sector. Laurie holds an MBA from the Tuck School of Business at Dartmouth and a BS in Mathematics from Mount Holyoke College, which underpin her analytical skills in finance. She is passionate about spreading financial literacy and crafting bespoke financial strategies that prioritize her clients' best interests. Outside of her professional endeavors, Laurie is likely to engage in community initiatives that promote financial education and women's empowerment, reflecting her commitment to social advocacy.
Laurie`s contact details
*********@sequoia-financial.com
Colleagues
Vice President, Wealth Advisor
Executive Vice President - Head of Advisors and Business Development
Vice President, Wealth Advisor
Senior Vice President, Financial Advisor
Vice President
Vice President, Wealth Advisor
Executive Vice President
CEO, Managing Member
President & CEO
Vice President, Head of Operations