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Laurie Marshall Cfp

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Laurie Marshall Cfp

Vice President, Wealth Advisor | Sequoia Financial Group

Troy, Michigan, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Laurie Marshall Cfp

Work Experience

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Vice President, Wealth Advisor at

Sequoia Financial Group

January 2019 - Present

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Vice President at

Sequoia Financial

January 2019 - Present

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Principal, Senior Financial Advisor at

Ljpr Financial Advisors

January 2017 - December 2018

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Principal, Senior Financial Advisor at

LJPR Financial Advisors

January 2017 - December 2018

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Financial Advisor at

LJPR Financial Advisors

August 2015 - January 2017

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Financial Advisor at

Ljpr Financial Advisors

August 2015 - January 2017

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Private Client Advisor at

JPMorganChase

December 2013 - July 2015

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Private Client Advisor at

Jpmorgan Chase Bank

December 2013 - July 2015

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Banker at

J.P. Morgan

June 2011 - November 2013

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Banker at

Jp Morgan

June 2011 - November 2013

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Financial Advisor at

Merrill Lynch

May 2003 - May 2011

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Financial Advisor at

Merrill Lynch

May 2003 - May 2011

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Director, Finance Transformation at

The Hackett

May 1996 - April 2003

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Director, Finance Transformation at

The Hackett Group Inc.

May 1996 - April 2003

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Senior Consultant at

Capgemini

October 1994 - April 1996

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Senior Consultant at

Capgemini

October 1994 - April 1996

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Vice President, Leveraged Finance at

Bank of America

May 1988 - September 1994

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Vice President, Leveraged Finance at

Bank Of America

May 1988 - September 1994

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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

mail

*********@sequoia-financial.com

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Chris Redhead

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Robert Valente Cfp Aep Ceft

CEO, Managing Member

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Thomas Haught

President & CEO

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Michael Mordoh

Vice President, Head of Operations

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