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Welcome Lauren and Victoria to Curran Wealth Management

As we mentioned in our last YouTube video Embracing Change – A Message from Tom Curran we have created the Private Wealth Administrator position at Curran. This position encompasses the day-to-day account maintenance and operational support our clients need. From opening new accounts, distributing wires and processing checks to answer questions surrounding our client portal Panorama, our Private Wealth Administrators provide an important line of communication between clients and our Private Wealth Managers. This year we have welcomed Lauren Roberts and Victoria Talbot to Curran.

Meet Lauren Roberts

Lauren has over 13 years of experience in financial services, focused primarily on providing exceptional service to clients, developing strong lasting relationships while maintaining a strong attention to detail.  

As a graduate of Russell Sage College, Lauren earned her Bachelor’s degree in Business Administration in 2007.  Additionally, Lauren has held a New York State Life, Accident and Health Insurance license since 2009. 

Outside of work Lauren enjoys walks with her dog, Mason, tending to her flower and vegetable gardens and Caribbean travel. 

 Meet Victoria (Tori) Talbot

As a graduate of Le Moyne College, Tori earned a Bachelor of Science in both Finance and Business Analytics. In 2018, she began her career at Ayco, a Goldman Sachs Company working as a Senior Operations Analyst.

As a Senior Operations Analyst, Tori was responsible for opening new accounts and ensuring the applications were sent to the clients in good order.

Outside of work, Tori enjoys travelling and spending time with her family.