Laura Barnard

Manager, Annuity and Settlement Option Services

For over 31 years Laura Barnard has been working in different jobs. Recently, Laura worked as a Volunteer in Howard-Suamico School District enhancing knowledge. This person graduated from The American College of Financial Services in 2014 where this person got all the skills and knowledge. You can find this expert in Suamico, Wisconsin, where he is located nowadays. SoftwareOfficial has all the personal info you need to be in touch with Laura Barnard, such as this person's number or email. Send us the request to get additional data.
Name variants:
Laurie Barnard, Lauri Barnard, Lolly Barnard
Last updated Jun 02, 2024

Contact Information

Last Update
Jul 5, 2022
Email
lb**@new.rr.com
Location
Suamico, WI

Workplace

Volunteer

Green Bay, WI

Industry

Higher Education, Elementary/Secondary School

Work History

Volunteer

2706 Lineville Rd, Green Bay, WI 54313
2007 — 2016

Financial Advisor

111 west Monroe St, Chicago, IL 60603
Work with individuals and families to determine financial needs and goals. Create a comprehensive financial plan that works to align goals with individual steps. Evaluate investment solution...
Aug 2012 — Aug 2014

Manager, Annuity and Settlement Option Services

625 4Th Ave south, Minneapolis, MN 55415
Build and maintain a high-performing team manage front-line team within operations assistant in the development of team goals, priorities, and metrics provide ongoing coaching and perfor...
from Aug 2014

Registered Client Relationship Associate

777 east Wisconsin Ave, Milwaukee, WI 53202
Determine client needs regarding risk management. Investigate product benefits and match to client needs. Produce insurance and annuity documents to sell and maintain contracts. Craft method...
Apr 2007 — Aug 2012

Office Manager

Minnesota
Support existing clients with tech. and product enhancements. Propose, sell, and enroll new clients. Mentor and develop support staff responsible for claims, billing, enrollment, and underwr...
May 1997 — Jun 2004

Supervisor of Payroll and Fixed Assets

2401 International Ln, Madison, WI 53704
Implement new in-house payroll system for employee base of 600. Produce timely and accurate payroll, including taxes, insurance, and other withholding. Successfully complete first physical i...
Jan 1996 — May 1997

Special Projects Controller

1001 Fannin St, Houston, TX 77002
Prepare Pro Forma financials for all potential acquisitions in Northern Region. Integrate all accounting aspects of aquisitions (including billing, operations, and maintenance). Compile regi...
Jan 1993 — Jan 1995

Division Controller

1001 Fannin St, Houston, TX 77002
Prepare monthly financial statements. Monitor billing and collection of $1M in monthly revenue. Create product line costing for all waste hauling routes in the LaCrosse division. Formulate a...
Jun 1988 — Jan 1993

Occupations

Executive
Manager
Volunteer
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Operations Manager
Non-Profit
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent

Skills

Leadership
Equities
Strategic Financial Planning
Financial Modeling
Financial Reporting
Portfolio Management
Investments
Asset Management
Accounting
Team Leadership
Finance
Corporate Finance
Financial Analysis
Insurance
Series 7
Retirement Planning
Wealth Management
Mutual Funds

FAQs about Laura Barnard

What's the main profession of Laura Barnard?

Laura Barnard is a Manager, Annuity and Settlement Option Services.

What are the main profession of Laura?

These person's professions are Executive and Manager

Where does Laura Barnard live?

Laura Barnard lives in Suamico, Wisconsin.

Does the professional have the email address?

lb**@new.rr.com is Laura Barnard's email address.

How many companies did Laura Barnard work at?

Laura Barnard worked at eight jobs.

What education does Laura Barnard have?

Laura studied at the American College of Financial Services from 2012 to 2014.

Are there any special industries, that Laura Barnard works in?

Laura works in Financial Services industry.

What are special skills of Laura Barnard?

This professional has skills in the following areas: Leadership, Equities, Strategic Financial Planning, Financial Modeling, Financial Reporting, Portfolio Management, Investments, Asset Management, and Accounting.
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