Lauren Andretich

Lauren Andretich

May 24, 2021

Lauren has 20 years of experience working in a client services function, including the last 6 years where she has worked with investment advisors, providing administrative and client support to portfolio managers. Lauren holds a Bachelor of Arts degree in Economics...
Lisa Rae

Lisa Rae

May 24, 2021

Lisa has been working in the wealth management industry since 2013. For a wealth management firm in Dana Point, California, she served as a client liaison for custodial paperwork and processing, investment subscription management, annual tax document coordination,...