Laura Gerhardt
Someone in the Leadership function of the Financial Services industry
- Role
- Wealth Management Sales Consultant at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Laura Gerhardt
Specialties: wealth management, private banking, investment management, brokerage, employee development, team building, client experience, risk management, strategic planning
Experience
Wealth Management Sales Consultant
Sep 2019 — Present · Charlotte, NC, US
Education
Kaplan Schweser
Certified Financial Planning (CFP) designation
2015 — 2016
DePauw University
Bachelors Degree, Economics
1979 — 1983
Skills
- Investment Management
- Series 7
- Financial Planning
- Wealth Management
- Management
- Retirement
- Leadership
- Portfolio Management
- Trading
- Retirement Planning
- Private Banking
- Finance
- Strategic Financial Planning
- Relationship Management
- Securities
- Investments
- Financial Advisory
- Risk Management
- Insurance
- Cross Selling
- Financial Planners
- Banking
- Team Leadership
- Loans
- Commercial Lending
- Financial Services
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