Laura Marquet is a skilled professional, working in Coconut Grove Bank main office of which is in 457. as a Senior Director - Fiduciary Wealth Advisor since 2019. This expert has earned professional experience in more than four positions at various companies. Laura Marquet went to the University of Virginia Darden School of Business and got education from 2010 to 2012. Laura has such qualifications as Cfp. Miami, Florida is the city, where the professional was lastly known to be settled. The person's email address and phone can be easily accessed through SoftwareOfficial on demand.
Name variants:
Laurie Marquet,
Lauri Marquet,
Lolly Marquet
Last updated May 26, 2024
Contact Information
Last Update
Jul 7, 2022
Location
Miami, FL
Company
Coconut Grove Bank
Workplace
Senior Director - Fiduciary Wealth Advisor
Work History
Senior Director - Fiduciary Wealth Advisor
2701 south Bayshore Dr, Miami, FL 33133
With extensive experience in the wealth management industry, Laura advises and helps individuals, business owners, families, trusts, company benefit plans, and investor of all ages, from you...
from Jan 2019
Wealth Advisor
2665 south Bayshore Dr SUITE 230, Miami, FL 33133
Jul 2016 — Nov 2018
Financial Advisor
800 Douglas Rd SUITE 900, Coral Gables, FL 33134
Feb 2013 — May 2016
Education
2010 — 2012
2006 — 2009
Occupations
Executive
Senior Director
Lawyer
Fiduciary
Advisor
Investor
Accountant
Finance and Accounting Specialist
Senior Manager
Operations Manager
Trust Law Attorney
Lawyer
Accounting Bookkeeper
Bookkeeper
Skills
Portfolio Management
Wealth Management
Retirement Planning
Certified Financial Planner
401 Retirement Savings Plans
529 Plans
College Education Planning
French and European Expats
Client Relationship Management
Asset Management
Estate Planning
Investments
Economics
Financial Advisory
Strategic Planning
Financial Planning
Financial Services
Finance
Financial Analysis
Investment Strategies
Analytical Skills
Microsoft Office
Microsoft Excel
Microsoft Powerpoint
Microsoft Word
Leadership
Client Relations
Teamwork
Management
Etfs
Active Mutual Funds
Passive Mutual Funds
Emoney
Alternatives
Customer Service
Sales
Strategy
Mutual Funds
Fiduciary
Asset Allocation
Equities
Fixed Income
FAQs about Laura Marquet
What is the main profession of Laura Marquet?
This professional's job is Senior Director - Fiduciary Wealth Advisor
What are the main profession of Laura?
These person's professions are Executive and Senior Director
Where is Laura Marquet located?
Laura is currently located in Miami, Florida.
Where did Laura Marquet work?
Laura Marquet worked at Coconut Grove Bank, Investor Solutions, Inc..
Where has Laura Marquet studied?
Laura studied at the University of Virginia Darden School of Business from 2010 to 2012.
What are the certifications of Laura Marquet?
The professional received the following certifications: Cfp.
What languages does Laura Marquet speak?
Laura Marquet speaks French and English.
Are there any professional industries Laura Marquet works in?
Laura Marquet works in Financial Services industry.