Laura Walters
About Laura Walters
Laura Walters is an Account Operations Manager with over a decade of experience in administrative support and operational management. She has worked at Creative Planning and Keystone Wealth Partners, LLC in Chandler, Arizona, and holds a Wealth Management Specialist designation from Kaplan University.
Work at Creative Planning
Laura Walters has been serving as the Account Operations Manager at Creative Planning since 2017. In this role, she is responsible for overseeing account operations, which contributes to the efficiency and effectiveness of financial service delivery. Her position is based in Chandler, Arizona, where she has developed a strong understanding of the operational needs within the financial services sector.
Current Role at Keystone Wealth Partners, LLC
In addition to her role at Creative Planning, Laura Walters has also been working as an Account Manager at Keystone Wealth Partners, LLC since 2017. This dual role highlights her expertise in managing account operations and her commitment to providing quality service in the financial industry. She has maintained this position for the same duration as her tenure at Creative Planning, further demonstrating her capabilities in operational management.
Education and Expertise
Laura Walters has pursued education in wealth management, achieving the designation of Wealth Management Specialist from Kaplan University in 2020. Additionally, she studied at Chandler/Gilbert Community College, where she focused on Music Performance. This diverse educational background reflects her broad skill set, combining financial acumen with artistic knowledge.
Background in Administrative Support
With over a decade of experience in administrative support roles, Laura Walters has developed a strong foundation in operational management. Her previous position as a Business Office Associate at CarMax from 2013 to 2014 provided her with valuable insights into business operations. This extensive background has equipped her with the skills necessary to excel in her current roles.