Laura Rotter, CFA, CFP® in

Laura Rotter, CFA, CFP®

Activist · DISC type Cd
Host: Making Change With Your Money podcast at Self-employed
📍 White Plains, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
30 Years
Current Role
Host: Making Change With Your Money podcast
Location
White Plains, New York, United States
Personality Overview

How Laura shows up

Logical And Quick
Observative
Perfectionist

They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact.

Priorities

Topics Laura cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

12-2022
Host: Making Change With Your Money podcast
Self-employed
2-2016
Financial Advisor
True Abundance Advisors
5-2014 - 2-2016
Financial Advisor
Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
6-2012 - 11-2013
Director
Citi Capital Advisors
12-2008 - 8-2011
Director
Knight Capital Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1984 - 1987
M.B.A.
NYU Stern School of Business
1979 - 1982
B.A.
Barnard College
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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