Laura K. M. Email and Phone Number
I work with individuals, families & foundations to build wealth, and protect it. As part of a team of investment, tax, trust and estate planning experts, my priority is to determine each client’s unique financial thumbprint and enable them to achieve their financial goals.
Spinnaker Trust
View- Website:
- spinnakertrust.com
- Employees:
- 27
-
Senior Vice President, Client AdvisorSpinnaker Trust Jan 2024 - PresentPortland, Maine, United States -
Vice President, Client AdvisorSpinnaker Trust Jan 2022 - PresentPortland, Maine, United States -
Portfolio ManagerSpinnaker Trust Jan 2019 - PresentPortland, Maine Area -
Assistant Portfolio ManagerSpinnaker Trust Jan 2017 - Jan 2019Portland, Maine Area -
Financial AdvisorMerrill Lynch Oct 2015 - Jan 2017Portland, Maine Area -
Marketing & Benefit OperationsUnum Jun 2010 - Oct 2015
Laura K. M. Education Details
-
Bachelor'S Degree -
Business Administration And Management, General
Frequently Asked Questions about Laura K. M.
What company does Laura K. M. work for?
Laura K. M. works for Spinnaker Trust
What is Laura K. M.'s role at the current company?
Laura K. M.'s current role is Senior Vice President, Client Advisor at Spinnaker Trust.
What schools did Laura K. M. attend?
Laura K. M. attended Bentley University, University Of Southern Maine.
Who are Laura K. M.'s colleagues?
Laura K. M.'s colleagues are Chris Whitney, Nancy Wulbrecht, Karen Philbrick Hamblen, Casey Mccormack, Kati Morrell, Hailee Flatow, Ainsley Gleason, Ctfa.
Not the Laura K. M. you were looking for?
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Laura K. Adame Sosa M.Ed., LPC, LCCA
Assistant Program Director /Licensed Professional Counselor / Licensed Child Care AdministratorHouston, Tx
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