Laura Betros
Hyde Park,NY
Overview
14
14
years of professional experience
1
1
Certification
Work History
Associate Wealth Planner
D'Arcangelo Financial Advisors LLC
04.2019 - Current
- Analyze individuals' and families' portfolios to develop investment strategies for the short-and long-term.
- Assess all aspects of a client's financial picture, including certain non-financial factors, to determine the likelihood of meeting their goals, and explore alternatives to help them reach success.
- Regularly contact and meet with clients for periodic reviews, in addition to reaching out when account-related matters need attention.
- Train and supervise a small team in completing all day-to-day tasks, such as trading, new client onboarding, money movement, and other account maintenance and clients requests that arise.
- Assist with regulatory and compliance reporting and implementation.
- Research, compare, and apply new fintech software for the firm. Spearhead transition efforts.
- Evaluate current firm policies and procedures, and collectively generate new and improved methods. Communicate to appropriate parties in a timely, clear manner.
- Manage payroll and insurance matters.
Middle Market Placement Specialist – Property & Casualty Commercial Insurance Broker
Willis Towers Watson
08.2017 - 04.2019
- Assessed companies’ risk exposures to determine which insurance coverages were needed to help prepare them in the event of a loss or claim that could potentially impact their operations, with focus on General Liability, Property, Auto, Workers’ Compensation, and Umbrella Liability
- Reviewed third party contracts to better understand a company’s insurance responsibilities in order to properly structure the policies so all contractual requirements were met, allowing the business to function smoothly
- Analyzed carriers’ quotes and made recommendations to clients for what we believed to be in their best interests
- Negotiated policy terms and conditions, premiums, and commissions with underwriters for new and renewing business
- Participated in client meetings to develop renewal strategies, explain marketplace conditions, and highlight potential coverage gaps and new product offerings
- Stayed informed of recent events such as insurance regulations, insurance company mergers or acquisitions, and claim trends that could impact rates or force companies to add exclusions that would not otherwise have existed
Client Relationship Director – Property & Casualty Commercial Insurance Broker
Willis Towers Watson
07.2014 - 08.2017
- Managed the insurance needs for companies primarily in the construction and real estate, private equity, energy, and food industries
- Researched the operations of each client, and remained cognizant of market and industry changes to appropriately manage expectations
- Liaised with risk managers, insurance carriers and agents, negotiating terms and conditions in the best interest of the client
- Acted as the point-of-contact for clients and customize the servicing structures to make it most effective for them to meet their objectives
- Coordinated multiple lines of coverage, including but not limited to property, casualty, executive risk, marine, environmental, and product contamination, to ensure goals and timelines are met
- Performed daily servicing with contract and policy reviews, client presentations and analyses, certificates of insurance, and account balancing
- Administered client inquiries using the firm’s resources to consider new coverage interests, ensure mid-term changes are accounted for, report claims immediately, and provide information and benchmarking analyses on questionable coverages, limits, and/or deductibles
- Met with clients to maintain existing relationships, met with prospects, and represented clients in front of carriers and other potential business partners
Counterparty Credit Risk – Full Time Intern
Bank of America Merrill Lynch
01.2013 - 06.2013
Trade Processing – Full Time Intern
MFS Investment Management
01.2012 - 06.2012
Fund Accounting – Full Time Intern
UBP Asset Management
01.2011 - 06.2011
Education
Bachelor of Science - Business Adminstration
Northeastern University, D’Amore-McKim School of Business
Boston, MA05.2014
Certification
- CERTIFIED FINANCIAL PLANNER®
- NY Property & Casualty Broker License
Skills Interests Activities
Strong skills in Microsoft Office Suite, Running, Cycling, Snowboarding, Traveling and experiencing new cultures
Timeline
Associate Wealth Planner
D'Arcangelo Financial Advisors LLC
04.2019 - Current
Middle Market Placement Specialist – Property & Casualty Commercial Insurance Broker
Willis Towers Watson
08.2017 - 04.2019
Client Relationship Director – Property & Casualty Commercial Insurance Broker
Willis Towers Watson
07.2014 - 08.2017
Counterparty Credit Risk – Full Time Intern
Bank of America Merrill Lynch
01.2013 - 06.2013
Trade Processing – Full Time Intern
MFS Investment Management
01.2012 - 06.2012
Fund Accounting – Full Time Intern
UBP Asset Management
01.2011 - 06.2011
- CERTIFIED FINANCIAL PLANNER®
- NY Property & Casualty Broker License
Bachelor of Science - Business Adminstration
Northeastern University, D’Amore-McKim School of Business
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