Laura Sweeney

Laura Sweeney Email and Phone Number

Senior Director, Sales and Recruiting @ Masis Professional Group
Boston, MA, US
Laura Sweeney's Location
Greater Boston, United States
Laura Sweeney's Contact Details

Laura Sweeney personal email

n/a
About Laura Sweeney

I am a seasoned financial services professional who has worked in the financial service and RIA space for over 20 years. I have worn many hats during my career, but my passion is hiring the right financial professionals to help companies execute their strategic plans. "First get the right people on the bus, the wrong people off the bus, and the right people in the right seats-and then they figured out where to drive it." - Jim Collins, Good to Great

Laura Sweeney's Current Company Details
Masis Professional Group

Masis Professional Group

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Senior Director, Sales and Recruiting
Boston, MA, US
Website:
masisprofessional.com
Employees:
62
Laura Sweeney Work Experience Details
  • Masis Professional Group
    Senior Director, Sales And Recruiting
    Masis Professional Group
    Boston, Ma, Us
    View
  • Fanning Personnel, A Division Of Masis Staffing Solutions
    Sr Financial Services Recruiter
    Fanning Personnel, A Division Of Masis Staffing Solutions May 2023 - Present
    Boston, Massachusetts, United States
    View
  • Adviser
    Director Of Client Service And Employee Engagement
    Adviser 2011 - 2022
    Ran 16-20-person client service team, supporting 25 financial advisers and their clients. Responsible for the client experience, creating efficient client onboarding processes, and maintenance of existing firm client relationships. Directed an exemplary client service team, including two managers. Hired and provided career track opportunities for high-potential employees. Prevented client fraudulent activity, participated in SEC audits, and collaborated with compliance department for reviews and procedures. Represented firm at numerous custodian operational roundtables. Developed and implemented automated, firm-wide performance review process
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  • Adviser
    Manager Of Client Service
    Adviser 2008 - 2011
    Managed staff of six client service associates responsible for new client onboarding. Created processes, procedure workflows, and job descriptions. Hired and trained new client service members. Served as lead associate for custody relationships at Fidelity Investments. Helped grow company assets over $1.5B in two years.
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  • Adviser Investments
    Client Service Associate
    Adviser Investments 2006 - 2008
    . Supported firm’s senior financial adviser team by onboarding new clients and maintaining established client relationships. Recognized as a team leader. Provided guidance and training to new employees and collaborated with management and financial advisors. Worked closely with operations, billing, and marketing to automate standard required onboarding processes within Salesforce to allow for broader development of new client onboarding.
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  • First Albany Corp.
    Research/Sales Assistant
    First Albany Corp. 2001 - 2006
    Executed daily security transactions. Managed electronic trading systems. Served as Bloomberg liaison for office. Reported on quarterly earnings calls. Updated credit reports on securities held.
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Laura Sweeney Education Details

Frequently Asked Questions about Laura Sweeney

What company does Laura Sweeney work for?

Laura Sweeney works for Masis Professional Group

What is Laura Sweeney's role at the current company?

Laura Sweeney's current role is Senior Director, Sales and Recruiting.

What is Laura Sweeney's email address?

Laura Sweeney's email address is la****@****ast.net

What schools did Laura Sweeney attend?

Laura Sweeney attended Keene State College.

What are some of Laura Sweeney's interests?

Laura Sweeney has interest in Boating, Kids, Cooking, Exercise, Electronics, Outdoors, Home Improvement, Shooting, Crafts, Gourmet Cooking.

Who are Laura Sweeney's colleagues?

Laura Sweeney's colleagues are Ramey Harris, Jason Green, Juwiyan Latapa, Mason Bates, Fhs Zhs, Mitchell Comfort, Serena Kutrolli.

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