Lauren Gray Email & Phone Number
Senior Financial Advisor, Vice President @ Merrill Lynch
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Lauren Gray Location
- San Jose, CA, US
Lauren Gray Work
- Senior Financial Advisor, Vice President @ (June 2017 - Present)
- Property Manager @ (September 2013 - April 2017)
- Property Manager @ (August 2004 - September 2013)
Lauren Gray Education
- San Jose State University
Bachelor's Degree
2006-2010
Lauren Gray Skills
- Advice and Guidance
- Asset Management
- Behavioral Finance
- Business Analysis
- Business Consulting
- Business Development
- Business Exit Planning
- Business Financial Strategies
- Business Owner Planning
- Client Relationship Building
- Client Support and Service
- College Savings Strategies
- Corporate Executive Advising
- Customized Wealth Planning
- Divorce Financial Advising
- Employee Benefit and Business strategies
- Estate and Retirement Planning Services
- Executive Compensation Management
- Faith Based Investing
- Family Business Management
- Family Estate Financial Guidance
- Financial Advisory Services
- Financial Strategies for Women
- Foundations and Trusts
- Fundraising
- Generational Wealth Planning
- Goal Based Wealth Management
- Health and Wellness
- Holistic Goals based planning approach
- Income Strategy During Retirement Years
- Institutional Asset Management
- Investment Analysis - Portfolio Construction
- Leadership Development
- Management Consultant
- Marketing
- Money Management
- Multi-generational Family Wealth Advising
- Nonprofit Management and Governance
- Personal Budget Guidance
- Philanthrophic Planning
- Portfolio Design and Construction
- Portfolio Management and Investment Stratgies
- Real Estate
- Retirement and Career Transition Planning
- Risk Management Strategies
- Salesforce CRM
- Small Business Consulting
- Socially Responsible Portfolio Construction
- Triathlon Cycling Running Weightlifting
- Women's Financial Literacy
Lauren Gray Summary
- Lauren Gray, based in San Jose, CA, US, is currently a Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management. Lauren Gray brings experience from previous roles at Berkshire Communities and Prometheus Real Estate Group. Lauren Gray holds a 2006 - 2010 Bachelor's Degree @ San Jose State University. With a robust skill set that includes Advice and Guidance, Asset Management, Behavioral Finance, Business Analysis, Business Consulting and more. Lauren Gray has 1 emails and 1 mobile phone numbers on RocketReach.
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