"We believe that our personlized service and the relationship that we build with you will help you reach your financial goals"
Lauren BlankLauren Blank Fixed Income Operations Specialist
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Lauren is a fixed income operations specialist with Series 7 and 63 certifications and 10+ years of experience working on Brad Harris' team first with Douglas & Co Municipals, and now at Herold & Lantern Investments. Lauren has not only been responsible for maintaining the inventory of positions and daily transactions but also communicating with our clearing firm handling trade comparisons and reconciliations. In addition, Lauren has oversight of the team's customer account set-up and serves as a point of contact for all account-related inquiries, ensuring to provide prompt and thorough responses to any and all questions and is committed to delivering the utmost in quality and service to her clients. Lauren is a 2007 Cornell graduate with a Bachelor of Science in Applied Economics and Management. She currently resides in Melville, New York with her husband, Jordan, and two sons. In her spare time, Lauren enjoys playing sports, traveling and spending time with her friends and family. |
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