Keel Point
Laura Fuenzalida is a skilled Client Experience Specialist at Keel Point since June 2023, bringing extensive administrative experience from prior roles. Previously, Laura served as Office Administrator at Goebel Cabinetry from July 2017 to August 2023 and as Administrator & Showroom Manager at Granite Transformations from February 2015 to July 2017. In these positions, Laura managed customer communications, lead conversions, appointment scheduling for design consultations, purchasing, and warranty coordination, while also enhancing customer interactions in a showroom setting. Laura holds a Bachelor of Arts in Art/Art Studies from Brooklyn College, completed between 1989 and 1993.
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Keel Point
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.