Laura Khorshid
Partner, Senior Vice President - Private Wealth Manager @Merrill Lynch
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WORK HISTORY
Partner, Senior Vice President - Private Wealth Manager @Merrill Lynch
Century City, CA, US
Client Demographic: High Net Worth Entrepreneurs and Executives•Holistic financial planning (retirement, estate planning, education, insurance and investments)•Financial analyses, investment recommendation and portfolio management•Investment Management: Private Equity Investments, Concentrated Stock Diversification, Muni Bond Portfolios, Option Strategies, Syndicate Exposure•Marketing, business development and client acquisition & retention
EDUCATION
University of Southern California
International Business & Chinese
National Taiwan University
Mandarin Chinese
SKILLS
ABOUT LAURA KHORSHID
My passion lies in the beauty and diversity of nations and cultures. From understanding backgrounds and histories to researching economies and market trends, to speaking and learning different languages, I enjoy it all. To me, knowledge growth is key.
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