Focus Partners Wealth
Laurie Shandley is an experienced Investment Operations Manager currently at Focus Partners Wealth, where responsibilities include managing client relationships and financial planning. Prior to this role, Laurie served as Investment Operations Manager at HoyleCohen, LLC, leading a team of Portfolio Administrators and overseeing portfolio administration. Laurie's extensive background includes positions at Brandes Investment Partners in Trading/Operations Risk Management and as Senior Account Analyst, where quality control and client account management were prioritized. Further experience includes roles in investor relations at ConAm Management Corporation and trading operations at CapitalWorks and Duncan-Hurst Capital Management. Laurie holds a Bachelor of Arts degree from UCLA.
This person is not in any teams