Provenance Wealth Advisors
Lauren B. is a seasoned professional in operations within the financial services sector, currently serving as a Senior Operations Associate at Provenance Wealth Advisors since June 2019. In this role, Lauren leads daily operations for a dual-registered RIA and Broker-Dealer, supporting over 16 Financial Advisors managing more than $3B in assets under management, while ensuring operational efficiency and compliance with regulatory standards. Prior experience includes positions as a Senior Operations Associate at Summit Financial Networks, where Lauren enhanced advisor productivity, and as an International Operations Coordinator at Alpha Inversiones, where Lauren managed relationships with international counterparties. Lauren began the career as a Client Service Representative at CEVALDOM, focusing on brokerage account compliance and activation. Educational credentials include a Bachelor’s Degree in Finance from Florida International University and a Bachelor’s Degree in Business Administration from Universidad Iberoamericana.