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Lauren DellaFera

Senior Client Service Specialist at Connecticut Wealth Management, LLC

Lauren DellaFera has a diverse work experience in various industries. Lauren started their career in 2010 as a Surgical/Obstetrical Coordinator at Women's Health Connecticut, where they handled various responsibilities, including coordinating pre and post-operative care and managing physician office and OR schedules. Lauren worked there until 2017. In 2018, they worked at both Brazen Group as an HR Specialist and MTX Group as a Lead Trainer. At Brazen Group, they supported HR functions, while at MTX Group, they served as a lead trainer. In 2019, they joined Alexion Pharmaceuticals, Inc. as a Customer Operations Representative, where they managed a diverse territory of hospitals, clinics, and pharmacies and collaborated with a team of Nurse Case Managers to improve patient compliance. In 2020, they transitioned to Connecticut Wealth Management, LLC as a Client Service Specialist, providing financial planning and investment advisory services. Lauren then moved up to the role of Client Service Team Lead, overseeing the firm's Client Service Specialist team and maintaining relationships with custodian service teams.

Lauren DellaFera obtained a Bachelor of Science (BS) degree in Psychology, Human Development, and Family Studies from the University of Connecticut between 2005 and 2009. In 2017 to 2018, they pursued a Certified Professional Coach degree in Life Purpose Coaching from iPEC Coaching.

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Timeline

  • Senior Client Service Specialist

    January, 2023 - present

  • Client Service Team Lead

    May, 2022

  • Client Service Specialist

    September, 2020