Laura Cooley Email & Phone Number
Retirement Plan Advisor @ Lawley
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Laura Cooley Location
- New York, United States
Laura Cooley Work
- Retirement Plan Advisor @ (March 2017 - Present)
- Financial Advisor at BS and P Wealth Management, LLC @ (December 2015 - March 2017)
- Financial Advisor, Owner and Founder @ Cooley Capital Management, LLC (November 2011 - December 2015)
- Registered Representative @ (February 2009 - November 2011)
- Registered Representative @ (February 2007 - December 2008)
Laura Cooley Education
- University at Buffalo
Bachelor of Science (BS) (Business Administration)
2001-2004 - erie community college
Associate's degree (Office Management)
1999-2001
Laura Cooley Skills
- Personal Insurance
- Fiduciary Services
- Retirement Planning
- Retirement Benefits
- Employee Benefit Plan Design
- Investments
- Plan Review
- 401k
- Retirement Plan Consulting
- Investment Policy Statements
- Non Qualified Deferred Compensation
- 403 b
- College Savings Plans
- Cash Flow And Budgeting
- Defined Benefit
- Benchmarking
- Investment Committee Compliance
- Personal Finance
- Financial Wellness Education
- ERISA
- Employee Education Programs
Laura Cooley Summary
- Laura Cooley, based in New York, United States, is currently a Retirement Plan Advisor at Lawley. Laura Cooley brings experience from previous roles at Brock, Schechter & Polakoff, LLP, Cooley Capital Management, LLC, H. Beck, Inc. and NEXT Financial Group/ The Financial Guys, LLC. Laura Cooley holds a 2001 - 2004 Bachelor of Science (BS) in Business Administration @ University at Buffalo. With a robust skill set that includes Personal Insurance, Fiduciary Services, Retirement Planning, Retirement Benefits, Employee Benefit Plan Design and more. Laura Cooley has 1 emails and 1 mobile phone numbers on RocketReach.
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