Nearly a decade on Wall Street primed Lauren’s ability to organize chaos in a New York minute.
Working her way up to co-director of an RIA and IBD sales team at SumRidge Partners (a top-ranked regional fixed income broker dealer serving clients in both the retail and institutional spaces), Lauren provided tactical sales coverage to RIAs and IBDs. Her ability to organize and thrive in chaos came in handy as she was responsible for providing consulting services, swap generation and individual bond ladders, plus client portfolio reviews and real-time color from the trading desk.
Lauren has since transferred that experience to her role at Diamond Consultants, where she taps into her unique knowledgebase and perspective to provide analysis on market trends and developments as the basis for her objective and strategic guidance to financial advisors and independent business owners. She prides herself on being relationship-oriented and focused on keeping the long-term goals of her clients in mind: That is, to achieve their business goals through succession planning, M&A and recruiting.
This Villanova School of Business alumna graduated cum laude with a BS in Finance and a minor in Real Estate. In her free time, Lauren enjoys pilates, traveling and spending time with family and friends.