Lauri Smith Email & Phone Number
Financial Advisor @ Northwestern Mutual
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Lauri Smith Location
- San Diego, CA, US
Lauri Smith Work
- Financial Advisor @ (November 2025 - Present)
- Business Support Consultant, Advice and Planning Center of Excellence @ (June 2022 - May 2024)
- Senior Vice President, Private Client Advisor, Bank of America Private Bank @ (October 2018 - May 2022)
- Vice President, Relationship Manager, Business Banking, Global Commercial Banking @ (May 2011 - October 2018)
- Vice President, Relationship Manager, Premier Banking @ (February 2003 - May 2011)
- Financial Advisor @ (October 1998 - February 2003)
Lauri Smith Education
- California Lutheran University
Master of Business Administration - MBA (in Financial Planning)
2024-2025 - The University of Texas at Austin
Bachelor of Journalism (Public Relations, Advertising, and Applied Communication)
- Berkner High School
Lauri Smith Skills
- Microsoft Office
- Financial Analysis
- Recruiting
- Journalism
- Marketing
- Insurance
- Customer Support
- Investments
- Customer Service Management
- Leadership
- Problem Solving
- Strategic Planning
- Sales
- Profit & Loss
- Non-profit Management
- Community Relations
- Community Development
- Budgeting
- Program Development
- Fundraising
- Service Standards
- Sales Execution
- Coaching
- Business Strategy
- Sales and Marketing
- Sales Processes
- Strategic Partnerships
- Presentation Skills
- Knowledge Sharing
- Communication
- Business
- Relationship Building
- Request for Proposal (RFP)
- Solution Selling
- Passionate about Work
- Sales Management
- Negotiation
- Financial Markets
- Public Relations
- Financial Advisory
- Credit Underwriting
- Commercial Credit
- Market Analysis
- Interpersonal Skills
- Tax Planning Strategies
- Tax Planning
- Series 7
- Estate Planning
- Skill Development
- Channel Sales
- Life Insurance
- Channel Business
- Business Reviews
- Business Analysis
- Account Executives
- Customer Service
- Financial Services
- Relationship Management
- Business Development
- Team Building
Lauri Smith Summary
- Lauri Smith, based in San Diego, CA, US, is currently a Financial Advisor at Northwestern Mutual. Lauri Smith brings experience from previous roles at Wells Fargo Advisors and Bank of America. Lauri Smith holds a 2024 - 2025 Master of Business Administration - MBA in in Financial Planning @ California Lutheran University. With a robust skill set that includes Microsoft Office, Financial Analysis, Recruiting, Journalism, Marketing and more. Lauri Smith has 2 emails and 4 mobile phone numbers on RocketReach.
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