Laura Thompson

Laura Thompson

Senior Regional Sales Associate, Manager | Houston, Texas, United States

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Work Experience

Mercer Advisors

Director, Regional Sales Support

2021-03-01 — Present

Mercer Advisors

Senior Regional Sales Associate

2020-10-01 — 2021-03-01

Mercer Advisors

Client Experience Manager

2018-05-01 — 2020-10-01

Mercer Advisors

Branch Operations Manager

2015-04-01 — 2018-05-01

James E. Bashaw & Co.

Vice President Client Services

2004-11-01 — 2015-04-01

Skills

holistic wealth management financial planning family wealth office investment management risk management asset protection estate tax & legacy planning retirement plan design & administration career counseling

Languages

English , English