Laura Valentine

Examiner
DISC Type : cs

Director, Chief Investment Office, Equity Solutions at Bank of America

Boston, Massachusetts, United States

Overview

An experienced investment professional with over 15 years in financial services, Laura is a Director in the Chief Investment Office at Bank of America. She specializes in equity and fixed income solutions, leading strategy and execution. Laura holds a degree in Finance from Villanova University.

Laura is passionate about fostering professional growth and creating collaborative work environments. She is a strong believer in mentoring talent and connecting people to align cross-functional teams, helping to ensure that both people and ideas can thrive within an organization.

Unique fact: Laura was the winner of the Capstone Innovation Project award in 2025.

Personality Overview

Tough To Convince

Unexpressive

Status Quo Seeker

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Topics They Care About

Wealth Management
Her career began in wealth management, and she continues to focus on optimizing the processes and technology that support the wealth management client experience.
Equity Solutions
Currently leads the strategy and execution of marketing and business enablement initiatives for equity solutions in Bank of America's Chief Investment Office.
Sustainable Investing
Previously led strategy, coordination, and execution for sustainable investing strategic initiatives, indicating a strong background in this growing field.

Media Appearances

Laura has no verified media appearances

Work History

2-2025
Director, Chief Investment Office, Equity Solutions at Bank of America
1-2022 - 2-2025
Director, Chief Investment Office, Sustainable Investing Strategic Initiatives Lead at Bank of America
9-2019 - 12-2021
Director, Business Transformation Manager - Investment Solutions Group at Bank of America
5-2009 - 8-2009
Summer Intern at Bigelow Tea
5-2008 - 8-2008
Summer Intern at Merrill Lynch

Education

2006 - 2010
Finance from Villanova University
Education details unavailable from Fairfield Warde High School

More Information

Social Presence :

Prographics :

Exp : 6 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Director, Chief Investment Office, Equity Solutions at Bank of America
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Insights For Selling To Laura

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Laura is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Laura

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Laura move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Laura take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Laura

Personality Compatibility


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