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Laurie Shandley

Investment Operations Manager/Investments Group at HoyleCohen Wealth Management

  • LinkedIn

Email Email: l****@hoylecohen.com

phone noPhone Number: (***)-***-****

I am an accomplished Finance professional with extensive experience in Portfolio Analysis and Implementation for Retail and Institutional accounts. Skilled in Problem Solving, Data Analys...

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HOYLECOHEN WEALTH MANAGEMENT

HOYLECOHEN WEALTH MANAGEMENT

  • description Description
    HoyleCohen is a total wealth management firm committed to helping our clients make the decisions that will guide them toward achieving their goals while sustaining their wealth across generat...

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  • Employees count Employees 51-200
  • Revenue Revenue 1 Million to 5 Million
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HoyleCohen Wealth Management Org Chart and Mapping

Employees

Derek Taddei

Relationship Manager/401k Specialist

Brandon Lopez

Manager, Systems & Integration

Sue Woodward

Senior Client Relationship Manager

Alejandro E

IT Support Specialist

Janet Acheatel

Co-Founder, Women's Practice, Senior Wealth Advisor

Theresa Wolner

Marketing Business Development Manager

Vernon Eberly

Senior Financial Planner & Wealth Advisor

Frequently Asked Questions Regarding Laurie Shandley

Answer: Laurie Shandley works for HoyleCohen Wealth Management as Investment Operations Manager/Investments Group

Answer: Laurie Shandley’s role in HoyleCohen Wealth Management is Investment Operations Manager/Investments Group

Answer: Laurie Shandley's email address is l***@gmail.com

Answer: Laurie Shandley's business email address is l****@hoylecohen.com

Answer: Laurie Shandley’s direct phone number is (***)-***-****

Answer: Laurie Shandley works in the industry of: Financial Services

Answer: Laurie Shandley is the current Investment Operations Manager/Investments Group at HoyleCohen Wealth Management.... Read More

Answer: Laurie Shandley works HoyleCohen Wealth Management located at 2200 E Camelback Rd Ste 130, San Diego, California, 85016, United States

Answer: HoyleCohen Wealth Management's Investment Operations Manager/Investments Group is Laurie Shandley

Answer: Laurie Shandley contact details:

  • Phone number  :  (***)-***-****
  • Email  :  l****@hoylecohen.com

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