"We believe that our personlized service and the relationship that we build with you will help you reach your financial goals"

 

Lauren Blank

Lauren Blank Fixed Income Operations Specialist

Address:
35 Pinelawn Rd Ste 101E
Melville, New York, New York 11747
Phone:
631-454-2000
Email:
This email address is being protected from spambots. You need JavaScript enabled to view it.

Lauren is a fixed income operations specialist with Series 7 and 63 certifications and 10+ years of experience working on Brad Harris' team first with Douglas & Co Municipals, and now at Herold & Lantern Investments.  Lauren has not only been responsible for maintaining the inventory of positions and daily transactions but also communicating with our clearing firm handling trade comparisons and reconciliations.  In addition, Lauren has oversight of the team's customer account set-up and serves as a point of contact for all account-related inquiries, ensuring to provide prompt and thorough responses to any and all questions and is committed to delivering the utmost in quality and service to her clients.

Lauren is a 2007 Cornell graduate with a Bachelor of Science in Applied Economics and Management.  She currently resides in Melville, New York with her husband, Jordan, and two sons.  In her spare time, Lauren enjoys playing sports, traveling and spending time with her friends and family.

 
* = Required field
 
Type your question or comment here:
 
 

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

805 Third Avenue
18th Floor
New York, New York 10022
212.371.3950

Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

 

This website uses cookies for navigation, content delivery and other functions. By using our website you agree that we can place cookies on your device. I understand