Laura Mulhall
Garden City,NY
Overview
35
35
years of professional experience
Work History
Financial Advisor Partner
Charles Schwab & Co., Inc.
Huntington, NY
01.2019 - Current
- Work with senior Financial Advisor building relationships with and supporting the investment needs of high net worth clients.
- Provide investment solutions, customer service support and engagement utilizing strong interpersonal skills.
Co-Founder and Partner
Executive Access LLC
Garden City, NY
03.2003 - Current
- Dedicated to supporting clients by understanding their goals and core competencies.
- Utilized strong interpersonal and marketing skills to recruit both corporate and individual contributor clients.
- Employed over twenty employees in various locations around the country.
Executive Vice President
Dreyfas Service Corporation
New York, NY
02.2001 - 03.2003
- Led the financial advisor teams in identifying and establishing new markets for sales growth of mutual funds, annuities, and separate accounts, targeting various channels of distribution.
- Working in tandem with other lines of business within the corporation, along with utilizing cross-sell opportunities to grow the business with both new and established clients.
- Set goals, made personnel decisions, negotiated financial client support, and managed cost of doing business.
- Managed two Divisional Managers, Internal Sales Desk and National Account Managers.
Director of Financial Advisor Division
OppenheimerFunds
New York, NY
01.1998 - 02.2003
- Was responsible for setting and executing strategy for the channel to achieve sales and profitability goals.
- Responsibilities included managing P&L for the channel, managing Division Managers and National Accounts Director, who earned 29 wholesales in the field and serves key account managers.
- Identifies winning positioning for product line based on analyses of product strengths, client needs, competitor products and services. Negotiated cost of doing business with clients and managing cost of sales.
- Created and delivered presentations to different audiences in various settings.
Director of National Accounts
OppenheimerFunds
New York, NY
07.1995 - 01.1998
- Was responsible for Key Account Managers covering the Planner, Insurance, Wirehouse, and Regional firms to create broad key account initiatives and strategies that were consistent with company strategies.
- Ensured that key resources were appropriately allocated to meet objectives.
- Designed rationale for inclusion of key account as well as dealer compensation.
- Managed P&L for each account.
- Supported Key Account Managers in their client activities, such as relationship management, presentations, etc.
- Developed and maintained relationships with executive personnel at client firms.
National Account Manager
OppenheimerFunds
New York, NY
06.1990 - 07.1995
- Developed relationships with key personnel at independent and insurance broker dealers.
- Created and executed marketing programs focused on supporting dealer's initiatives and advancing OPI sales.
- Served as resource to dealers for industry information and updates.
- Effectively managed budget of financial support by identifying key players and negotiating competitive arrangements.
Education
Bachelor of Arts - Economics
Hunter College
New York, NY05-1984
Timeline
Financial Advisor Partner
Charles Schwab & Co., Inc.
01.2019 - Current
Co-Founder and Partner
Executive Access LLC
03.2003 - Current
Executive Vice President
Dreyfas Service Corporation
02.2001 - 03.2003
Director of Financial Advisor Division
OppenheimerFunds
01.1998 - 02.2003
Director of National Accounts
OppenheimerFunds
07.1995 - 01.1998
National Account Manager
OppenheimerFunds
06.1990 - 07.1995
Bachelor of Arts - Economics
Hunter College
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