Laurie N. Capparelle

Title

Senior Executive Assistant

Experience

Over 20 years in the Financial Services Industry

Statement of Service:

Laurie started her career in the financial services industry in 1984. She began as a receptionist for a local financial advisory firm. Laurie was then promoted to a financial advisor assistant position where she supported multiple Financial Advisors.

In her role, Laurie's critical responsibilities were supporting the Financial Advisors and managing client accounts. Helping to build a strong relationship between advisor and client, Laurie managed client communication. Her responsibilities included creating quarterly financial reports and meeting individual client needs.

Since 2000, Laurie has held the position of Senior Executive Assistant. She coordinates client's support between Richard DeFluri and each of the Client Relationship Managers, thus facilitating teamwork and cohesion. As Richard DeFluri is often out of the office meeting with clients, it is Laurie's responsibility to assist clients or direct them to a Client Relationship Manager who can offer immediate attention.

Laurie's enthusiasm has helped to maintain Abundance's family of clients through many friendly relationships that have been established during her career at Abundance.