As Vice President, Client Service, Laureen provides support in all areas of client service, including portfolio management and account administration. She began her career in the securities business in 1982 at Tucker Anthony and Moseley, Hallgarten, Estabrook & Weeden in New England. Most recently, she worked at UBS Financial Services, Inc. for over 12 years.
Laureen maintains her Series 7, 63, and 65 securities licenses. Laureen resides in Park City, UT, and enjoys the active Park City lifestyle. In her free time, she loves spending time with her family, as well as skiing, playing tennis, biking, paddle boarding, and traveling.
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