Laura Khorshid

Partner, Senior Vice President - Private Wealth Manager @Merrill Lynch

San Diego, CA, US
EMAILS
l••••••••@ml.com
MOBILE NUMBERS
+17•••••••76

Signup · Get unlimited contacts

WORK HISTORY

Feb 2011 — Present

Partner, Senior Vice President - Private Wealth Manager @Merrill Lynch

View department →

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

N/A

University of Southern California

International Business & Chinese

N/A

National Taiwan University

Mandarin Chinese

SKILLS

Business DevelopmentQuickenEgyptian ArabicSocial NetworkingManagementAsset AllocationMicrosoft OfficeSalesSocial Media MarketingBudgetsFinancePrivate EquityMicrosoft Office (Word, Excel, Access, Powerpoint)Financial AnalysisAnalysisOutlookResearchInvestmentsMarketingFundraisingMarketing StrategyMandarinPortfolio ManagementCompetitive AnalysisMarket ResearchPhotoshopPublic SpeakingCrmAdobe PhotoshopBloombergMac/Pc ProficientSocial MediaHcfa1500 Insurance SoftwareTime ManagementEvent Planning

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.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Laura Khorshid — Email, Phone Number & Contact Info | Unifers