Laurie Bodisch

Laurie Bodisch Work

Founder and Chief Executive Officer

@ Her Wealth Coach™

Personal Investment Strategist

@ DT Investment Partners, LLC

Vice President - Portfolio Manager and Investment Specialist

@ Fulton Financial Corporation

Laurie Bodisch Education

1981 - 1985 Bachelor of Science in Finance

Penn State University
Candidate for CFP® Certification in Financial Planning

Boston University
Cannon Financial Institute

Laurie Bodisch Skills

LeadershipCommunicationTrustsTrust ServicesTrust ManagementRevocable TrustsPersonal Trust AdministrationCoaching & MentoringTrainingWomen's EmpowermentSocial SecurityInvestment Advisory ServicesCompliance RegulationsInvestment ManagementRetirement PlanningFinancial AdvisoryWealth AccumulationWealth Preservation PlanningMentoringPortfolio ManagementWealth ManagementInvestmentsAsset AllocationFinancial ServicesRisk ManagementFinancial PlanningCharitable TrustsTrust Advisory ServicesMarital TrustsGoals Oriented InvestingWealth Management ServicesRegulatory ComplianceMutual FundsInvestment StrategiesSeries 7Asset ProtectionFinancial RiskMarket RiskCharitable GivingCommercial BankingFinanceCommercial LendingEstate PlanningMulti Generational Wealth Transfer

Laurie Bodisch Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

Unlock Laurie's contact information

Start with a $2.99 7-day trial — verified email & phone in seconds.

Frequently Asked Questions about Laurie Bodisch

How can I contact Laurie Bodisch?

You can reach Laurie Bodisch via verified work email, personal email, or phone number — all available after sign-in. We provide professional and personal contact channels along with social profiles.

Where does Laurie Bodisch work?

Laurie Bodisch currently works at Her Wealth Coach™ as Laurie Bodisch - Founder and Chief Executive Officer at Her Wealth Coach®.

Is the data on this page verified?

Yes — all profiles on WhiteBridge are sourced from publicly available data and continuously refreshed. Contact information is verified at the time of unlock.

Browse related