Lara Pharand

Product Manager, Wealth Essentials at Advisor Solutions by Purpose

Lara Pharand is a skilled professional with extensive experience in the finance industry. Lara has held various roles such as Team Lead, Senior Service Coordinator, Investment Policy Specialist, Fund Financial Reporting Analyst, and Private Client Portfolio Administrator. Currently working at Purpose Advisor Solutions as Product Manager, Wealth Essentials, Head of Onboarding, and Manager, Advisor Onboarding & Readiness, Lara brings a wealth of knowledge and expertise to their work. With a Bachelor of Arts degree in History and Political Science from the University of Toronto Mississauga, Lara is a detail-oriented individual who excels in building strong relationships and managing complex financial requests.

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Timeline

  • Product Manager, Wealth Essentials

    January, 2023 - present

  • Head Of Onboarding

    November, 2021

  • Manager, Advisor Onboarding & Readiness

    January, 2021

  • Business Operations Readiness Analyst

    September, 2019