Laura Dolan Email & Phone Number
Vice President, Lead Relationship Manager @ T. Rowe Price
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Laura Dolan Location
- Philadelphia, PA, US
Laura Dolan Work
- 2023 -now Vice President, Lead Relationship Manager @
- 2007 -2023 Client Relationship Executive, Institutional Client Services @
- 2022 -2023 Program Manager, Advice and Wellness @
- 2020 -2022 Senior Relationship Manager, Strategy, Partnerships and Operations @
- 2006 -2007 Staff Manager, Asset Management and Trust Services @
- 2000 -2007 Investment Manager, Asset Management and Trust Services @
- 2005 -2006 Project Manager, Asset Management and Trust Services @
- 1997 -2000 Communications Associate, Retail Investor Group @
Laura Dolan Education
- The Culinary Institute of America 1992-1994
- Hamilton College 1988-1992
Laura Dolan Skills
- Problem Solving
- Operational Risk Management
- Customer Relationship Management (CRM)
- Sales Management
- Relationship Management
- Fiduciary
- Finance
- Presentations
- Teamwork
- People Management
- Customer Satisfaction
- Customer Loyalty
- Consultation
- ERISA
- FINRA
- Investment Products
- Qualified Retirement Plans
- Client lifetime value
- department leader
- Wealth Management Services
- Project Management
- Business Technology
- Third-Party Vendor Management
- Project Governance
- Relationship Building
- 401(k) Retirement Savings Plans
- Plan Design
- Team Leadership
- Business Planning
- Persuasion
- Negotiation
- Executive Management
- Account Management
- Investment Management
- Holistic Financial Planning
- Personal Financial Planning
- Strategic Partnerships
- Business Development
- Investments
- Series 7
- series 63
- Series 6
- Strategic Planning
- Customer Relations
- Product Management
- Business Strategy
- Certified Financial Planner
- Leadership
- Portfolio Management
Laura Dolan Summary
- Laura Dolan, based in Philadelphia, PA, US, is currently a Vice President, Lead Relationship Manager at T. Rowe Price. Laura Dolan brings experience from previous roles at Vanguard. Laura Dolan holds a 1992 - 1994 The Culinary Institute of America. With a robust skill set that includes Problem Solving, Operational Risk Management, Customer Relationship Management (CRM), Sales Management, Relationship Management and more. Laura Dolan has 3 emails and 3 mobile phone numbers on RocketReach.
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