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Laura Lyman

Marketing Executive

672 followers

Colorado Springs, Colorado, United States

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Timeline
About me
Vice President - Branch Manager - Alpine Bank - NMLS 1628590
Education
- Endicott College
  1993 - 1997
  Bachelor's Degree Business Administration and Management, General
- Graduate School of Banking at Colorado
  2021 - 2023
Experience
- Prudential Financial
  May 2013 - May 2017
  Marketing Executive
  PRUDENTIAL FINANCIAL (2013 – 2017)Marketing ExecutiveProvided clients with retirement needs and requests while ensuring compliance with all documentation. Presented detailed product terms, features, conditions, and coverage information on life, health, annuity, and financial products. Processed clients’ Life Insurance Applications including medical history, pre-existing conditions, and medical exams. Prepared and submitted all requests including full surrenders, partial withdrawals, required minimum distributions, exchanges, transfer, and rollovers. Created daily board meetings and reviewed with Financial Advisor. Key Achievements:• Advised and guided clients in determining financial, retirement, and insurance goals and meeting objectives.• High volume of inquiries on insurance and investment products.• Cultivated positive and enduring relationships with a diverse clientele. Show less
- Alpine Bank
  May 2017 - now
  Vice President
- Forge Evolution, formerly Colorado Springs Teen Court
  Jun 2023 - now
  Board Member
Licenses & Certifications
- Insurance Agent (Health, Property, Casualty)
  State of Colorado
  Apr 2000
Volunteer Experience
- Board Member
  Issued by SUMMIT COUNTY CHAMBER OF COMMERCE INCORPORATED on Mar 2019
  Associated with Laura Lyman
- Board Member
  Issued by Southern Colorado Womens Chamber Foundation Board on Jan 2023
  Associated with Laura Lyman

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