Laurie Kany
Endicott
Summary
Licensed financial professional with over 10 years of experience creating financial plans and providing a positive client experience. Successfully managed a team of interns and worked collaboratively on group projects. Managed a $30 million AUM book of business while simultaneously providing client service support to the Vice President.
Overview
21
21
years of professional experience
2
2
Certifications
Work History
Owner/Photographer
Kany Photography
Endicott
01.2010 - Current
- Coordinate photo shoots, ensuring logistics for successful completion.
- Manage social media and marketing to promote services and engage with potential clients.
- Created and maintain portfolio.
- Utilize digital editing software to enhance photos.
FInancial Advisor
Cetera Investors
Endicott
07.2023 - 06.2024
- Developed a personalized financial plan based on the client's income, expenses, financial objectives, and risk tolerance utilizing Money Guide Pro and Riskalyze.
- Prepared financial reports to review with clients to ensure investments remained in line with goals.
- Utilized Redtail CRM to track client communication and investment performance.
- Reviewed wills and trusts to ensure compliance with the documents.
- Participated in marketing initiatives aimed at expanding the client base.
Financial Advisor/Client Services Associate
Lesko Financial Services, Inc.
Vestal
07.2011 - 05.2023
- Developed a personalized financial plan based on the client's income, expenses, financial objectives, and risk tolerance utilizing Money Guide Pro and Riskalyze.
- Prepared financial reports utilizing Panoramix CRM to review with clients to ensure investments remained in line with goals.
- Interviewed and supervised a team of interns working on various projects throughout their semester.
- Prepared and conducted seminars on 403(b) plans, employee pensions, and health insurance.
- Provided service support to Vice President while simultaneously managing $30 million AUM practice.
- Reviewed wills and trusts to ensure compliance with the documents.
Tax Preparer
Jackson Hewitt Tax Service Inc
Endicott
01.2005 - 04.2006
- Prepared and electronically filed federal and state tax returns using company software.
- Maintain knowledge on current tax laws and changes from the previous year.
Education
Some College (No Degree) - Chemical Engineering
SUNY Broome Community College
Binghamton, NYSkills
- Microsoft Office
- Google Docs
- Zoom
- Financial Planning
- Client Onboarding
- Investment Analysis
Certification
Series 7 & 66 Licenses
Timeline
FInancial Advisor
Cetera Investors
07.2023 - 06.2024
Financial Advisor/Client Services Associate
Lesko Financial Services, Inc.
07.2011 - 05.2023
Owner/Photographer
Kany Photography
01.2010 - Current
Tax Preparer
Jackson Hewitt Tax Service Inc
01.2005 - 04.2006
Some College (No Degree) - Chemical Engineering
SUNY Broome Community College