4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2018
- 516.487.8220
-
3 Dakota Dr
#310
Lake Success, NY 11042
Laurie Lange
Senior Manager,
Integrations
- Elmont, NY
- Angels and Demons | National Lampoon’s Christmas Vacation
- My father, Abraham Lincoln, and Tom Hanks
- Many of life’s failures are people who did not realize how close they were to success when they gave up.
- Determination, compassion, and sarcasm
Integrations
Laurie is responsible for leading integrations for the firm’s new advisors and their clients.
In 2020, Laurie took on a senior manager position leading the firm’s onboarding and integration of acquired advisor practices. She is based out of CAPTRUST’s Lake Success, New York, office and is charged with management of the onboarding process for the firm’s new advisors and their clients.
Laurie possesses extensive experience in client service, business development, and operations. Laurie originally joined CAPTRUST in 2018 from FCE Group, where she served as a member of our Advisory team, helping numerous clients with their financial planning and investment needs.
