Laura Palmer
Client Service Administrator
Joined Curi RMB Capital
November 2023
Education
Bachelor of Arts in General Studies, University of Northern Iowa
Accreditations
Previous Experience
- Bank of the West, Fiduciary Associate
- Broadridge Financial Solutions Inc., Fiduciary Services Specialist
Bio
Laura is a client services administrator located in the Denver, CO office. Before joining RMB Capital, she worked as a Fiduciary Associate at Bank of the West in the Wealth Management trust accounts department.
Prior to that, she was with Broadridge Financial as a Fiduciary Services Specialist handling 15c compliance reports for mutual funds companies.
Laura has over 20 years in various roles within the financial insurance industry.