Wealth Advisor
Current
Oct 2022 - Present
AeroLeads people directory · profile
Lauren Stapleton Email & Phone Number
Wealth Advisor
at
Grove Wealth Advisors
1 work email found
@wellsfargoadvisors.com
1 phone found area 888
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor
Location
San Francisco Bay Area, United States
Who is Lauren Stapleton? Overview
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Quick answer
Lauren Stapleton is listed as Wealth Advisor at Grove Wealth Advisors, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 888, and a matched LinkedIn profile for Lauren Stapleton.
Lauren Stapleton previously worked as Financial Advisor at Wells Fargo Advisors and Vice President, Growth and Strategy at Ideal Dental Management Partners.
Company email context
Email format at Grove Wealth Advisors
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{first}.{last}@wellsfargoadvisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for Lauren Stapleton. Compare company email patterns before reaching out.
Profile bio
About Lauren Stapleton
Lauren Stapleton is a Wealth Advisor at Grove Wealth Advisors. She possess expertise in finance, analysis, management, strategy, financial modeling and 28 more skills.
Listed skills include Finance, Analysis, Management, Strategy, and 29 others.
Current workplace
Lauren Stapleton's current company
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10 roles
Lauren Stapleton work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Feb 2020 - Oct 2022
Vice President, Growth And Strategy
Ideal Dental Management Partners
Oct 2018 - Aug 2019
Head Of Field Operations
Enjoy is a new kind of delivery experience. We offer same-day delivery with personalized setup of today’s best tech products. To bring this to life, we employ incredibly friendly and smart Experts, who are great with tech and even better with people. Our Experts deliver, set up and explain products to customers, all on the same day they order them. Oversee Field/ Retail Operations: responsible for field strategies and operations, partner launches, program management, field communication… Show more Enjoy is a new kind of delivery experience. We offer same-day delivery with personalized setup of today’s best tech products. To bring this to life, we employ incredibly friendly and smart Experts, who are great with tech and even better with people. Our Experts deliver, set up and explain products to customers, all on the same day they order them. Oversee Field/ Retail Operations: responsible for field strategies and operations, partner launches, program management, field communication and roadmap, solutions development, trust and safety, and people and workforce planning. Focused on driving results with a high quality experience for Experts, customers, and employees. Show less
Sep 2014 - Oct 2018
Finance Manager - Retail Store Strategies
-primary finance leader of new country and new Apple Retail store expansion team-presented finance strategy and results to Finance, Field, and Market Support leadership-managed pilots focused on experience, growth, and store optimization-workforce guidance planning for new stores
Jan 2013 - Sep 2014
Senior Financial Analyst - Digital Advertising
-managed full P&L including revenue forecasting, budgeting with target margins, ad campaign ROI, competitive analysis, commission targets-led expansion planning and analysis with launches in 11 countries -Sales finance focused on partner penetration analysis and Executive reviews
Mar 2012 - Jan 2014
Financial Analyst - Acquisition Integration
-people and system scoping, strategy, and integration project management-forecasting processes and systems implementation including AR/AP, payroll, budget tracking-partnerships with HR, Operations, Sales, Engineering, Marketing, Shared Services, Finance
Jul 2010 - Mar 2012
Finance Associate - Finance Development Program
-2 year finance development program:- rotations in Product Cost Operations, iTunes, External Reporting, JapanOnline Finance, Worldwide iPhone Finance, Retail Finance, & WW FP&A- key projects: negotiation modeling for iPhone carrier expansion, Executive presentation on the grey market of iPhones, iPad launch planning and cannibalization analysis, & iTunes movie payment process creation
Sep 2008 - Jul 2010
Legal Intern
O'Neill And Woolpert, Attorneys At Law
Jun 2005 - Jun 2008
Business Analyst Intern
Jun 2007 - Sep 2007
FAQ
Frequently asked questions about Lauren Stapleton
Quick answers generated from the profile data available on this page.
What company does Lauren Stapleton work for?
Lauren Stapleton works for Grove Wealth Advisors.
What is Lauren Stapleton's role at Grove Wealth Advisors?
Lauren Stapleton is listed as Wealth Advisor at Grove Wealth Advisors.
What is Lauren Stapleton's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Lauren Stapleton at Grove Wealth Advisors.
What is Lauren Stapleton's phone number?
AeroLeads has found 1 phone signal(s) with area code 888 for Lauren Stapleton at Grove Wealth Advisors.
Where is Lauren Stapleton based?
Lauren Stapleton is based in San Francisco Bay Area, United States while working with Grove Wealth Advisors.
What companies has Lauren Stapleton worked for?
Lauren Stapleton has worked for Grove Wealth Advisors, Wells Fargo Advisors, Ideal Dental Management Partners, Enjoy Technology, Inc., and Apple.
How can I contact Lauren Stapleton?
You can use AeroLeads to view verified contact signals for Lauren Stapleton at Grove Wealth Advisors, including work email, phone, and LinkedIn data when available.
What skills is Lauren Stapleton known for?
Lauren Stapleton is listed with skills including Finance, Analysis, Management, Strategy, Financial Modeling, Financial Analysis, Mobile Advertising, and Salesforce.Com.
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