Overview
Lauren Montoto is a Client Experience Specialist for Kaufman Rossin Wealth, LLC, and Kaufman Rossin Insurance Services where she plays a critical role in the day to day delivery of superior service to firm clients. She is relentless in her efforts to create an exceptional client experience and is the prime advocate for resolving all client service issues.
Lauren brings more than seven years of experience working in administrative roles at professional firms in South Florida. In her current role, she leverages her experience while working directly with custodian firms Schwab & Fidelity, managing client account documentation, and supporting firm professionals.
Lauren attended Miami Dade College and Florida International University, where she focused her course work on International Relations. She is bilingual in English and Spanish.
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Lauren attended Miami Dade College and Florida International University, where she focused her course work on International Relations. She is bilingual in English and Spanish.
Education
Florida International University
Miami Dade College
Services
- Financial Planning
Industries
- Private Clients
