Lauren (Bauer) VasquezLauren (Bauer) VasquezClient Associate
About Lauren
Lauren (Bauer) Vasquez is a Client Associate at J.P. Morgan Wealth Management. She began her career in financial services in 2011 when she joined Oppenheimer & Company as an Operations Associate for its Newport Beach office. She focused primarily on back-office processes, and over the course of three years, her responsibilities expanded to cover two more offices. She draws upon that organizational experience in her current role as a Client Associate for The Shirley Group.
Lauren joined J.P. Morgan in 2014. She currently supports her Financial Advisors in an administrative role, focusing on the day-to-day needs of their clients and account maintenance. She opens accounts, preserves client records and manages all the paperwork involved. Series 7 registered, she looks forward to becoming more involved in trading, client development and research.
She graduated from California State University of Fullerton with a B.S. in Business Administration and was recognized as an Honor Student within its Marketing department.
Lauren currently resides in Huntington Beach, and enjoys spending time with her family, at the movies, and bike riding down the coast.
Insights
Outlook
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