Audra Montefusco Signer, Mba
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Audra Montefusco Signer, Mba Email & Phone Number

Strategic Wealth Consultant at LPL Financial
Location: Port Washington, New York, United States 12 work roles 4 schools
1 work email found @wellsfargo.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email a****@wellsfargo.com
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Current company
LPL Financial
Role
Strategic Wealth Consultant
Location
Port Washington, New York, United States
Company size
14027 employees

Who is Audra Montefusco Signer, Mba? Overview

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Quick answer

Audra Montefusco Signer, Mba is listed as Strategic Wealth Consultant at LPL Financial, a with 14027 employees, based in Port Washington, New York, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Audra Montefusco Signer, Mba.

Audra Montefusco Signer, Mba previously worked as Strategic Consultant at Flagstar Bank and Venture Manager - Business Entrepreneur - B2B- B2C - Private Investor at Freelance. Audra Montefusco Signer, Mba holds Master Of Business Administration (M.B.A.), Finance, Management, International Business, Gpa 3.9 from Fordham University - Graduate School Of Business Administration.

Company email context

Email format at LPL Financial

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*@wellsfargo.com
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AeroLeads found 1 current-domain work email signal for Audra Montefusco Signer, Mba. Compare company email patterns before reaching out.

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Profile bio

About Audra Montefusco Signer, Mba

I am an MBA graduate and experienced investment professional with excellent analytical and quantitative skills. While living abroad in Europe I had the opportunity to adapt and gain international, cultural, and fresh business perspectives. A proven ability to establish and achieve professional business objectives, a capacity to adapt to a globally continuous changing environment obtaining outstanding results not only at a leading asset management company and wealth manager but also as a graduate MBA student; innovative, critical thinking, problem solving and multinational perspective skills. Capable of managing resources in fast-paced environments, resulting in improved sales in the investment industry. An analytical approach to business issues, action oriented recommendations to the product development processes and cost reduction and maximization of organizational value.Angel InvestorFINRA Series 7 and Series 63 licensed 2001-2017FINRA SIE licensed 2019New York State Insurance licensed 2018: P&C, Life, Accident and Health InsuranceEssay in The Executive MBA: An Insider’s Guide for Working Professionals in Pursuit of Graduate Business Education, by Jason Price (2004)Reuters; Bloomberg; First Call; Windows2007/NT/Office: Word, XP, Outlook, Excel, PowerPoint, Factset, Lipper and MicropalFormer competitive swimmer American and Swiss; dual citizenship 🇺🇸🇨🇭

Current workplace

Audra Montefusco Signer, Mba's current company

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LPL Financial
Lpl Financial
Strategic Wealth Consultant
Port Washington, NY, US
Website
lpl.com
Employees
14027
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12 roles · 28 years

Audra Montefusco Signer, Mba work experience

A career timeline built from the work history available for this profile.

Strategic Wealth Consultant

Lpl Financial

Port Washington, Ny, Us

Venture Manager - Business Entrepreneur - B2B- B2C - Private Investor

Freelance

New York, United States

Relationship Banker - Small Business

Jpmorgan Chase & Co.

Port Washington, New York, United States

Nov 2022 - Oct 2023

Financial Consultant - Volunteer

Switzerland Global Enterprise

Zürich, Switzerland

* Upskilled through self-directed study and research in: learning Switzerland's financial landscape, muti-currency platforms and environmental investments. * Member of the American Woman's Club of Zürich Switzerland - helped with fundraising and special events, assisting in mentoring new group members.

Jun 2010 - Apr 2017

Assistant Vice President - Latin America

Wells Fargo Advisors

Miami, Fl

* Business Strategist & Associate Sales Manager to the Latin American Group* Offshore product specialist on the firms product platform* Supported the Latin American Group in achieving revenue goals by designing & implementing sales strategies, & originating new business ideas to senior management* Financial Advisor coaching and business development* Coordinated & organized sales meetings & presentations

Jun 2008 - Jun 2010

Manager, Product Development

Oppenheimerfunds

New York, Ny

* Product Manager for funds-of-funds products: Portfolio Series and Transition Series Funds* Create and launch mutual funds: Absolute Total Return, China, Japan, Global Value, Fixed Income Investor Fund-of-Funds* Worked directly with portfolio managers to evaluate portfolios’ performance and formulate funds positioning within the industry* Analyze/monitor product trends and recommend appropriate strategies to senior management * Develop timely and effective sales tools and marketing materials, including: presentations, fund commentaries, and performance attributions* Implement fund mergers to streamline product offering and sales processes* Support institutional and retail sales groups by conveying investment process, asset class and portfolio role in asset allocation for mutual funds distributed to clients in the US, Europe and the Asia Pacific region (Total AUM: $250 billion)

Feb 2006 - Jun 2008

Institutional Alternative Energy Research Intern

Ardour Capital Investments

New York, Ny

* Supported head sales manager with prospecting European clients in the Energy Technology / Alternative Energy and Power / Clean and Renewable Technologies sectors * Analyzed stocks in the energy universe and interacted with international portfolio managers

May 2004 - Sep 2005

Sales / Trading Specialist

Bear Stearns Companies

New York, Ny

* Managed and traded team desk accounts for institutional and high net worth clients* Interacted with International Equity, OTC, Fixed Income, Emerging Market Bonds, Latin American block desks

2002 - 2003 ~1 yr

Consultant

Goldman Sachs

New York, Ny

* The Goldman Sachs Exchange Place Fund Project

2000 - 2002 ~2 yrs

Production Assistant

Bozell

New York, Ny

1999 - 2000 ~1 yr

Production Intern - The Conan O'Brien Show

Nbcuniversal, Inc.

New York, Ny

Nov 1998 - Feb 1999
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 14027 employees →

JR John Reeder, Jr. John Reeder, Jr. Colleague at Lpl FinancialBaton Rouge, Louisiana, United States View → AS Aries Sharp Aries Sharp Colleague at Lpl FinancialKannapolis, North Carolina, United States View → TB Tabitha Bailey Tabitha Bailey Colleague at Lpl FinancialClover, South Carolina, United States View → TG Tom Grogan Tom Grogan Colleague at Lpl FinancialWoburn, Massachusetts, United States View → BA Brian A. Martin Brian A. Martin Colleague at Lpl FinancialStar, Idaho, United States View → SW Suzanne Wohlfeld Suzanne Wohlfeld Colleague at Lpl FinancialFrankfort, Kentucky, United States View → مر محمد رجب محمد رجب Colleague at Lpl FinancialCairo, Egypt View → JV Jared Vawter Jared Vawter Colleague at Lpl FinancialKansas City, Missouri, United States View → JL Jd Lynn Chiong Jd Lynn Chiong Colleague at Lpl FinancialSan Diego Metropolitan Area, United States View → DC Daniel Coil Cfp® Daniel Coil Cfp® Colleague at Lpl FinancialGreater Chicago Area, United States View →
4 education records

Audra Montefusco Signer, Mba education

Education record

Seaford High School

Activities and Societies: Class President, swim team, all state choir, Girls State New York, honor society

Ba, Communications, Business And Economics - Isenberg School Of Business, Gpa 3.8

University Of Massachusetts Amherst

Activities and Societies: Fundraiser Chair - Alpha Epsilon Phi

FAQ

Frequently asked questions about Audra Montefusco Signer, Mba

Quick answers generated from the profile data available on this page.

What company does Audra Montefusco Signer, Mba work for?

Audra Montefusco Signer, Mba works for LPL Financial.

What is Audra Montefusco Signer, Mba's role at LPL Financial?

Audra Montefusco Signer, Mba is listed as Strategic Wealth Consultant at LPL Financial.

What is Audra Montefusco Signer, Mba's email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for Audra Montefusco Signer, Mba at LPL Financial.

Where is Audra Montefusco Signer, Mba based?

Audra Montefusco Signer, Mba is based in Port Washington, New York, United States while working with LPL Financial.

What companies has Audra Montefusco Signer, Mba worked for?

Audra Montefusco Signer, Mba has worked for Lpl Financial, Flagstar Bank, Freelance, Jpmorgan Chase & Co., and Switzerland Global Enterprise.

Who are Audra Montefusco Signer, Mba's colleagues at LPL Financial?

Audra Montefusco Signer, Mba's colleagues at LPL Financial include John Reeder, Jr., Aries Sharp, Tabitha Bailey, Tom Grogan, and Brian A. Martin.

How can I contact Audra Montefusco Signer, Mba?

You can use AeroLeads to view verified contact signals for Audra Montefusco Signer, Mba at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Audra Montefusco Signer, Mba attend?

Audra Montefusco Signer, Mba holds Master Of Business Administration (M.B.A.), Finance, Management, International Business, Gpa 3.9 from Fordham University - Graduate School Of Business Administration.

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