- Portfolio Analyst
As a Portfolio Analyst at Sendero®, Laura supports a team of Portfolio Managers by conducting portfolio analysis, preparing reports, observing portfolio performance, and considering historical trends.
Laura has over 6 years of industry experience supporting financial planners, investment advisors, and portfolio managers with client portfolios and investment operations. She is a natural leader and thrives in fast-paced environments. Laura’s drive, determination, and attention to detail are valuable skills that help lead to client success.
Laura graduated with honors from The University of Texas San Antonio with a Bachelor of Business Administration in Finance. After graduating, she furthered her industry knowledge by passing the Securities Industry Essentials® (SIE®) Exam.
Experience & History
- Portfolio Analyst, Sendero®
- Treasury Investment Analyst & Trader, eBay
- Portfolio Administrator – Exclusive Family Office (EFO), Aspiriant, LLC
- Senior Investment Operations Associate – Team Lead, Aspiriant, LLC
- Client Associate, Merrill Lynch