Lauren Brand
Investment Operations Associate @Paradigm Wealth Advisory, Llc
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WORK HISTORY
Investment Operations Associate @Paradigm Wealth Advisory, Llc
Bridgewater, NJ, US
As an Investment Operations Associate at Paradigm Wealth Management, I support the daily operations that keep our clients’ portfolios running smoothly and efficiently. My responsibilities include trade settlement, account reconciliation, performance reporting, and maintaining data accuracy across custodial platforms. I work closely with advisors, custodians, and internal teams to ensure seamless execution and personalized client support, helping clients achieve their long-term financial goals.
ABOUT LAUREN BRAND
At Paradigm, I support daily operational workflows ensuring accuracy and personalized…
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