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Lauren Shepherd Email & Phone Number
Client Associate
at
Wells Fargo Advisors
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Associate
Location
Newport Beach, California, United States
Who is Lauren Shepherd? Overview
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Quick answer
Lauren Shepherd is listed as Client Associate at Wells Fargo Advisors, based in Newport Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Lauren Shepherd.
Lauren Shepherd previously worked as Technology Intern at Usc Casden Research Institute and Private Wealth Management Intern at Wells Fargo Advisors. Lauren Shepherd holds Bachelor Of Business Administration - Bba from University Of Southern California.
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Wells Fargo Advisors
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Profile bio
About Lauren Shepherd
Lauren Shepherd is a Client Associate at Wells Fargo Advisors.
Current workplace
Lauren Shepherd's current company
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7 roles
Lauren Shepherd work experience
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Technology Intern
Current
Usc Casden Research Institute
Support Assistant Director with technology issues, including weekly update of Institute’s website and YouTube account. Manage all web communications, including weekly event updates to Institute’s members.
Feb 2022 - Present
Private Wealth Management Intern
Assist a team of top-producing financial advisors with the management of client accounts and asset movement. Communicate and work with clients to aid with daily matters. Update and improve the efficiency of the online platform and client database.
Jun 2024 - Aug 2024
Intern
Supported account managers by assisting with daily tasks, including organizing client documents and data in Excel. Attended meetings and shadowed associates to gain insight into client objectives and to assess financial plans.
Jan 2024 - May 2024
Intern
Assisted in curating the lineup of accomplished female executive speakers for GenHERation's Summer Intensive Camp, enhancing the learning experience for aspiring young leaders. Provided hands-on support to students, guiding them through various leadership and critical thinking tasks to foster skill development and empowerment.
Jul 2023 - Aug 2023
Private Wealth Management Intern
Assist a team of top-producing financial advisors with the management of client accounts and asset movement. Communicate and work with clients to aid with daily matters. Update and improve the efficiency of the online platform and client database.
May 2023 - Aug 2023
Real Estate Intern
Assisted real estate agent in all sales and property management matters. Created social media marketing content. Provided property management cost and revenue summaries and created market reports in Excel. Attended real estate events and meetings and assisted with client development.
Jun 2022 - Aug 2022
2 education records
Lauren Shepherd education
Bachelor Of Business Administration - Bba
Education record
FAQ
Frequently asked questions about Lauren Shepherd
Quick answers generated from the profile data available on this page.
What company does Lauren Shepherd work for?
Lauren Shepherd works for Wells Fargo Advisors.
What is Lauren Shepherd's role at Wells Fargo Advisors?
Lauren Shepherd is listed as Client Associate at Wells Fargo Advisors.
Where is Lauren Shepherd based?
Lauren Shepherd is based in Newport Beach, California, United States while working with Wells Fargo Advisors.
What companies has Lauren Shepherd worked for?
Lauren Shepherd has worked for Wells Fargo Advisors, Usc Casden Research Institute, Ptd Business Management, Llp, Genheration®, and Compass.
How can I contact Lauren Shepherd?
You can use AeroLeads to view verified contact signals for Lauren Shepherd at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Lauren Shepherd attend?
Lauren Shepherd holds Bachelor Of Business Administration - Bba from University Of Southern California.
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