Lauree is an advocate for seniors and vulnerable adults, utilizing her financial experience to empower and educate on implementing best practices to detect and prevent financial exploitation. She has a depth of experience with compliance, risk and regulatory issues that arise in the elder and vulnerable adult communities.
Lauree previously worked as the Senior Vice President, Elderly Strategy Leader, with Wells Fargo, where she led extensive training on elder financial exploitation awareness both internally and externally.
- VOYCE St. Louis, Executive Board Member
FINRA Licensing
- Series 7, 24, 63
Powerful partnerships. Standout solutions.
- Senior Investor Compliance Services
Lauree is an advocate for seniors and vulnerable adults, utilizing her financial experience to empower and educate on implementing best practices to detect and prevent financial exploitation. She has a depth of experience with compliance, risk and regulatory issues that arise in the elder and vulnerable adult communities.
Lauree previously worked as the Senior Vice President, Elderly Strategy Leader, with Wells Fargo, where she led extensive training on elder financial exploitation awareness both internally and externally.
Affiliations
- VOYCE St. Louis, Executive Board Member
FINRA Licensing
- Series 7, 24, 63