Laura Capozzi Email
Client Solutions Design Consultant @ Iress
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Laura Capozzi Location
- Melbourne, VIC, AU
Laura Capozzi Work
- Client Solutions Design Consultant @ (January 2022 - Present)
- XPLAN Specialist and Director @ Xcellence Consulting Pty Ltd (February 2016 - February 2022)
- Senior Business Analyst - Xplan @ (September 2019 - January 2022)
- Systems Development Manager @ (October 2015 - February 2016)
- Xplan Project Manager @ (May 2012 - September 2015)
- Xplan Systems Developer @ (March 2010 - May 2012)
- Senior Paraplanner @ Guild Financial Planning (January 2006 - March 2010)
- Senior Paraplanner @ Commonwealth Financial Planning (January 2000 - January 2006)
Laura Capozzi Education
- Latrobe University
Bachelor of Commerce (Accounting)
1997-1999
Laura Capozzi Skills
- Wealth Management
- Financial Services
- Retirement Planning
- Superannuation
- Wealth
- Portfolio Management
- Financial Advisory
- Investment Strategies
- Pensions
- Investments
- Xplan Site Administration and Customisation
- Xplan
- Strategic Financial Planning
- Financial Planning
- Risk Management
- Insurance
- Relationship Management
- Business Analysis
- Microsoft Excel
- Business Relationship Management
- SQL
- Pension Funds
Laura Capozzi Summary
- Laura Capozzi, based in Melbourne, VIC, AU, is currently a Client Solutions Design Consultant at Iress. Laura Capozzi brings experience from previous roles at Xcellence Consulting Pty Ltd, JBWere, Capstone Financial Planning and IOOF. Laura Capozzi holds a 1997 - 1999 Bachelor of Commerce in Accounting @ Latrobe University. With a robust skill set that includes Wealth Management, Financial Services, Retirement Planning, Superannuation, Wealth and more. Laura Capozzi has 1 emails on RocketReach.
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