Laurie was hired in November 2012 as an Administrative Associate to help maintain quality client services in our ever growing firm. In December 2016, Laurie assumed the role of Branch Operations Manager.
Prior to joining A.J. Amato Wealth Management, Laurie worked 16 years for a family business in an administrative and customer service capacity. From 1988 to 1996, Laurie served as the compliance officer and office manager for a commodity trading advisor. Laurie’s experience in the family business made her a perfect fit for the team effort it takes to run a small business.
Laurie holds the Series 7 and 63 securities registrations through LPL Financial. Laurie earned a B.S. degree in Business Administration from the State University of New York College at Oswego and also holds an A.A.S. degree in Accounting.
Outside of work Laurie enjoys gardening, cooking and spending time with her husband, son and family.
Laurie’s enthusiasm and energy is contagious and we enjoy having her as part of our “family”.