Laura Stoner

Director of People Operations at Greenspring Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Towson, Maryland, United States, US

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5.0

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Doug Himel

Laura and I collaborated daily as the success of our department was focused on our ability to develop our group to drive for sales and strive for consistency in top quality by meeting client needs. Laura is a focused leader who leveraged creativity to motivate and develop her team. She shared her ideas and successes which ultimately helped to increase the productivity of the department. Laura’s willingness to learn and participate, her organizational prowess, and her drive for results make her a strong partner, a devoted team player, and a successful addition to any organization.

Andrew Holly, PMP

From the day she was hired, Laura proved herself to be an asset to our staff. She was able to competently juggle multiple responsibilities and helped to stabilize what had previously been a revolving position. She impressed with both her work ethic and character. I would highly recommend Laura for any position she were to interview for.

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of People Operations
      • May 2021 - Present

      An ambassador and champion of Greenspring culture and values, the Director of People Operations serves as a member of the leadership team and as a strategic partner guiding the development of people operations strategies from ideation through execution. This role is responsible for ensuring that Greenspring has the talent, processes, systems, policies, and environment necessary to achieve long-term success and growth.

    • Operations Manager
      • Nov 2011 - May 2021

      • Lead the firm’s Operations Department by managing the day-to-day operations: process improvements, human resources/benefits administration, and firm financials including billing• Monitor firm activities with Chief Compliance Officer to reduce and mitigate risks to the firm and test firm procedures• Study inefficiencies and develop workflows to streamline processes by leveraging technical expertise• Interview, hire, and onboard new employees using a methodical, repeatable format designed with the firm’s partners• Create and deploy a personal development plan with each direct report, focused on stretch goals and skill enhancement Show less

    • Client Service Manager
      • Apr 2010 - Nov 2011

    • United States
    • Real Estate
    • 700 & Above Employee
    • Research Associate
      • May 2009 - Mar 2010

    • United States
    • Financial Services
    • 700 & Above Employee
    • Retail Sales, Retirement Specialist Supervisor
      • May 2008 - Mar 2009

      + Developed, supported, and coached a team of 8 Retirement Specialists to higher overall performance via One on One discussions, recognition, incentives, and goal setting+ Partnered with cross-site peer to develop and implement strategies for effective call campaigns to separated Retirement Plan participants, as well as a lead overflow contingency plan+ Analyzed Retirement Specialists leads boxes to maximize productivity and sales effectiveness+ Mentored associates to aid them in their professional and career development plans Show less

    • Retail Account Management, Quality Team Supervisor
      • Apr 2007 - May 2008

      + Implemented initiatives with cross-site peers that supported the Quality-Training-Coaching philosophy for the department+ Responsible for incremental improvement to overall quality scores for the department by analyzing trends and creating job aides, requesting enhancements to training materials and procedure changes to manuals+ Managed and coached a team of 14 Quality Specialists to higher overall performance via One on One discussions, recognition, incentives and goal setting Show less

    • Senior Service Associate & Acting Supervisor
      • Oct 2006 - Apr 2007

      + Assisted in supervisory duties, such as One on Ones discussions, coaching and recognition + Responsible for reviewing inefficiencies in procedure documentation and constructed stronger guidelines+ Handled high net worth new account applications and time-sensitive research issues+ Selected and interviewed new hire candidates and supervise the on-boarding program

    • Service Specialist, Financial Institution Services
      • Nov 2004 - Oct 2006

      + Served as the key contact operational contact for the John Hancock Freedom 529 Sales Desk+ Coordinated new hire training and associate coaching+ Conducted quality reviews of processed requests and service calls+ Performed data queries to obtain customer and broker/dealer information

    • Asset Transfer Group Representative
      • Sep 2003 - Nov 2004

      + Responsible for processing transfers of retail retirement and brokerage assets

    • United States
    • Spectator Sports
    • 400 - 500 Employee
    • Sales Associate - Gallery of Sports Art
      • Apr 2002 - Apr 2003

Education

  • Stevenson University
    Bachelor's of Science degree, Visual Communication Design
    1999 - 2003

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