Laura Cooley Email & Phone Number
Retirement Plan Advisor @ Lawley
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Laura Cooley Location
- New York, United States
Laura Cooley Work
- 2017 - now Retirement Plan Advisor @
- 2015 - 2017 Financial Advisor at BS and P Wealth Management, LLC @
- 2011 - 2015 Financial Advisor, Owner and Founder @ Cooley Capital Management, LLC
- 2009 - 2011 Registered Representative @
- 2007 - 2008 Registered Representative @
Laura Cooley Education
- State University of New York 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 @ State University of New York 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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