Laureen serves as a Data Associate at the firm. She is responsible for client onboarding, data retention, and data reconciliation. She works closely with clients to streamline the account opening process. She actively maintains and enhances the firm’s database to maximize data management efficiency.
Prior to her current role at Northeast, Laureen supported the Managing Director of Estate Planning services for a wealth management firm. She also worked for Northeast Investors Trust Fund and Northeast Investors Growth Fund as an IRA Specialist. She returned to Northeast in 2021.
Laureen lives in Plymouth, Massachusetts and enjoys the beach and family time with her three sons.
Westfield State University, B.A. – 1994