Laura Berta Email & Phone Number

Lake Oswego, Oregon, United States

San Rafael, California, United States

I worked here on a part-time basis collecting payments, compiling weekly bank deposits and supporting the sales staff.

San Francisco, California, United States

I started with BNY Mellon as an Executive Assistant, booking travel arrangements, prepping the conference room for meetings and submitting expense reports on behalf of all members of the office. After approximately 8 months I moved into Client Service where I was responsible for developing relationships with the clients and making sure we met all of their servicing needs.

San Francisco, California, United States

I started with AllianceBernstein as a Consultant Relations Associate and was promoted to a Senior Associate during my tenure with the company. I worked directly with a Managing Director to ensure we were properly branding our investment products and also providing performance reports and presentations to consultants.

Burlingame, Ca & Denver, Co

I began my tenure with Provident Funding in a local branch in Denver and in just under a year was promoted to work at their headquarters in Burlingame. I started as an underwriter and when I moved to headquarters I was tasked with training other underwriters and overseeing a couple local branches.