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Lauren Post Email & Phone Number
Financial Advisor with The Sanchez Schuster Post Group
at
Baird
1 work email found
@rwbaird.com
1 phone found area 781
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor with The Sanchez Schuster Post Group
Location
Waukesha, Wisconsin, United States
Who is Lauren Post? Overview
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Quick answer
Lauren Post is listed as Financial Advisor with The Sanchez Schuster Post Group at Baird, based in Waukesha, Wisconsin, United States. AeroLeads shows a work email signal at rwbaird.com, phone signal with area code 781, and a matched LinkedIn profile for Lauren Post.
Lauren Post previously worked as Financial Advisor at Baird and Financial Advisor Associate at Baird. Lauren Post holds Master Of Business Administration (Mba), Business Administration And Management, General from University Of Wisconsin-Whitewater.
Company email context
Email format at Baird
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{first_initial}{last}@rwbaird.com
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AeroLeads found 1 current-domain work email signal for Lauren Post. Compare company email patterns before reaching out.
Profile bio
About Lauren Post
We specialize in financial planning, tax planning, retirement planning, legacy and estate planning, college planning, portfolio creation, and charitable giving. We work with clients across multiple generations and help each plan for their current and future life stages.
Listed skills include Banking, Retail Banking, Sales, Loans, and 11 others.
Current workplace
Lauren Post's current company
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8 roles
Lauren Post work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentThe Waldkirch Sanchez Schuster Group is a team of Financial Advisors who provides customized services to individuals and families with a multi-generational approach to wealth management. We guide our clients through the ups and downs of life (and the market) by maintaining our focus on their personalized Financial Plans and goals. We do this with a heavy.
Jul 2023 - Present
Financial Advisor Associate
Jan 2023 - Jul 2023
Senior Client Specialist
As a Client Specialist, I supported my teammates by developing and integrating streamlined processes to improve efficiency, allowing our focus to remain on our clients. We create and customize financial plans to help our clients define and achieve their short and long-term goals. Most importantly, I worked with clients to maintain best practices to ensure.
Nov 2019 - Jan 2023
Financial Advisor Foundations Associate
Baird's Financial Advisor Foundations Program is a highly competitive and rigorous rotational program that provides work experiences and educational opportunities in select Private Wealth Management functional areas to train NextGen Financial Advisor candidates to be prepared for a successful career as a Financial Advisor.
Nov 2018 - Nov 2019
Associate Strategic Account Manager
➢ Leveraged a consultative approach to identify client needs, and provide solution-based sales and service offerings to address those needs➢ Managed and coordinated sales teams to ensure cross divisional cooperation and timely execution in response to client demands ➢ Engaged with C-level executives of small to mid-size banks ($150MM-$25B in assets) to.
Feb 2017 - Sep 2018
Personal Banker
➢Number one sales ranking in BMO US Retail for the months of June 2016 and August 2016➢Number one sales ranking in the North Shore Market for fiscal year 2015➢Collaborated with internal business partners to strengthen relationships and increase sales➢Participated in market-wide leadership groups including the Customer Excellence Council➢Mentored coworkers.
May 2014 - Feb 2017
General Manager
Grace And Shelly'S Cupcakes
➢Utilized data analysis to determine growth opportunities and decrease costs➢Interviewed, coached, and mentored staff in order to create self motivated employees➢Facilitated team meetings to develop unified expectations amongst team members➢Assessed individual strengths and weaknesses of staff for efficient store operations ➢Used problem solving skills to.
Aug 2012 - May 2014
2 education records
Lauren Post education
Master Of Business Administration (Mba), Business Administration And Management, General
University Of Wisconsin-Whitewater
Bachelor Of Arts (B.A.), Education
St. Norbert College
FAQ
Frequently asked questions about Lauren Post
Quick answers generated from the profile data available on this page.
What company does Lauren Post work for?
Lauren Post works for Baird.
What is Lauren Post's role at Baird?
Lauren Post is listed as Financial Advisor with The Sanchez Schuster Post Group at Baird.
What is Lauren Post's email address?
AeroLeads has found 1 work email signal at @rwbaird.com for Lauren Post at Baird.
What is Lauren Post's phone number?
AeroLeads has found 1 phone signal(s) with area code 781 for Lauren Post at Baird.
Where is Lauren Post based?
Lauren Post is based in Waukesha, Wisconsin, United States while working with Baird.
What companies has Lauren Post worked for?
Lauren Post has worked for Baird, Fis, Bmo Harris Bank, and Grace And Shelly'S Cupcakes.
How can I contact Lauren Post?
You can use AeroLeads to view verified contact signals for Lauren Post at Baird, including work email, phone, and LinkedIn data when available.
What schools did Lauren Post attend?
Lauren Post holds Master Of Business Administration (Mba), Business Administration And Management, General from University Of Wisconsin-Whitewater.
What skills is Lauren Post known for?
Lauren Post is listed with skills including Banking, Retail Banking, Sales, Loans, Customer Experience, Small Business Lending, Credit, and Consumer Lending.
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