Lauren Serinsky
Merrill Lynch Private Wealth Management
- Role
- Wealth Management Client Associate at Merrill Lynch
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Lauren Serinsky
Lauren began her career at Merrill Lynch Wealth Management in 2023 following her graduation from the Charles F. Dolan School of Business at Fairfield University. Lauren oversees all operational functions including client service, portfolio management, loan management and account reporting. She facilitates support by implementing personalized strategies for each client at Greenwich Wealth Partners. She maintains client relationships and manages many of the day-to-day tasks involved with portfolio advancement. Lauren plays an integral role in assisting clients and families with day-to-day brokerage and personal banking needs and finds joy in helping facilitate their everyday lives.
Experience
Wealth Management Client Associate
Sep 2023 — Present
Education
Kingston High School
High School Diploma
Fairfield University
Bachelor of Science - BS, Finance and Marketing
2019 — 2023
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