Laura Bruce

Laura Bruce

Vice President, Private Banker

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location of Laura BruceAnchorage, Alaska, United States

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  • Timeline

  • About me

    Director, Alaska Wealth Advisors | Your Partner in Personalized Financial Solutions

  • Education

    • University of Wisconsin-Whitewater

      -
      Bachelor's Degree Finance
  • Experience

    • Bank of America

      Jan 1994 - Jan 1999
      Vice President, Private Banker

      Managed the assets of the bank's top 500 Institutional and Individual customers. Evaluated individual and business financial condition for the appropriate loan, retirement education and short/long-term positions and products. Cultivated healthy new client relationships while building meaningful assets under management.

    • Wachovia Securities Financial Network

      Jan 1999 - Jan 2003
      Financial Advisor/Institutional Relationship Manager

      Relationship manager/stock broker specializing in asset allocation for the nation's 5th largest financial institution. Estate planning strategy construction for affluent individuals. Retirement specialist: 401(K), SEP and other qualified plans.

    • First National Bank Alaska

      Jan 2002 - Dec 2007
      Trust Officer & Business Development Director

      Trust and investment officer responsible for business development, portfolio development, investment research, RFP response and creation for Alaska's largest local bank. Estate and probate administration with attorney partnerships

    • Alaska Wealth Advisors

      Dec 2007 - now

      Investment Management clients benefit from the methodology and purchasing power of $3 billion in assets under management. Individual clients are accessing the same technology and expertise that is applied to management of funds for state and local governments, Alaska Native Corporations, financial institutions, health care organizations and the Alaska Permanent Fund. Alaska Permanent Capital Management is a fiduciary for all our clients; we commit to always placing the best interests of the client first. Show less

      • Director, Alaska Wealth Advisors

        Jan 2014 - now
      • Senior Vice President, Director of Client Relations

        Dec 2007 - May 2017
  • Licenses & Certifications

    • Certified Financial Plannner

      CFP Board
    • Chartered Financial Consultant

      The American College