Laureen Syta Email & Phone Number
Client Service Manager @ WNY Asset Management
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Laureen Syta Location
- Hamburg, NY, US
Laureen Syta Work
- Client Service Manager @ (May 2023 - Present)
- Associate Wealth Manager @ (April 2021 - May 2023)
- Client Service Associate @ (August 2017 - April 2021)
- Head Of Business Development @ Visualize Wealth (April 2017 - July 2017)
- Business Analyst @ Relationship Velocity (August 2015 - July 2017)
- Director Of Operations @ (January 2012 - November 2014)
- Relationship Manager @ Key Private Bank (August 2010 - May 2012)
- Financial Planner @ Key Private Bank (April 2009 - August 2010)
- Paraplanner @ (April 2002 - April 2009)
Laureen Syta Education
- State University of New York Empire State College
Bachelor's degree
Laureen Syta Skills
- Estate Planning
- Strategic Financial Planning
- Business Planning
- Series 63
- Investment Strategies
- Portfolio Management
- Banking
- Risk Management
- Investment Management
- Customer Service
- Strategic Planning
- Asset Allocation
- Investment Advisory
- Insurance
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
Laureen Syta Summary
- Laureen Syta, based in Hamburg, NY, US, is currently a Client Service Manager at WNY Asset Management. Laureen Syta brings experience from previous roles at WNY Asset Management, Visualize Wealth and Relationship Velocity. Laureen Syta holds a Bachelor's degree @ State University of New York Empire State College. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Business Planning, Series 63, Investment Strategies and more. Laureen Syta has 4 emails and 2 mobile phone numbers on RocketReach.
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