Laura B. Email & Phone Number
Senior Wealth Advisor - Client Support @ Beacon Wealth Management, LLC
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Laura B. Location
- Pittsburgh, PA, US
Laura B. Work
- Senior Wealth Advisor - Client Support @ (April 2024 - Present)
- Managing Director @ (August 2023 - April 2024)
- Benefits and Planning Consultant @ (June 2021 - August 2023)
- WPS Executive Services Representative @ (July 2012 - June 2021)
- Retirement Benefits Case Manager @ (October 2010 - June 2012)
- Defined Benefit Representative III @ (November 2006 - October 2010)
- Customer Service Associate - Retirement @ (April 2006 - November 2006)
Laura B. Education
- University of Phoenix 2021-2023
- Northern Kentucky University
Bachelor's Degree
2014-2021 - West Virginia University
Regents Bachelor of Arts
2026
Laura B. Skills
- 401k
- 401k Rollovers
- Coaching & Mentoring
- Collaborative Leadership
- Community Outreach
- Customer Oriented
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Defined Benefit
- Financial Services
- Fundraising
- Health Insurance
- Institutional Investments
- Insurance
- Investments
- Leadership
- Networking
- Personalization
- Retirement Planning
- Retirement Savings
- Verbal De-escalation
Laura B. Summary
- Laura B., based in Pittsburgh, PA, US, is currently a Senior Wealth Advisor - Client Support at Beacon Wealth Management, LLC. Laura B. brings experience from previous roles at Fidelity Investments. Laura B. holds a 2021 - 2023 University of Phoenix. With a robust skill set that includes 401k, 401k Rollovers, Coaching & Mentoring, Collaborative Leadership, Community Outreach and more. Laura B. has 3 emails and 1 mobile phone numbers on RocketReach.
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