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Laura D. Quittem, Mba profile image

Laura D. Quittem, Mba

Assistant Vice President, Sr. Treasur... at Wells Fargo
Intro Book
Seasoned finance professional with 30+ years of experience in financial analysis, planning, and strategy.
  • Claim this Profile
Location
Urbandale, Iowa, United States, US
Skills
  • Project Management
  • Forecasting
  • Microsoft Office
  • Microsoft Word
  • Business Strategy
  • Show all
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Bio

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Laura D. Quittem, MBA, is a seasoned finance professional with 30+ years of experience in financial analysis, planning, and strategy. She has held leadership positions in various industries, including banking, insurance, and investment management. She is skilled in project management, forecasting, and change management, with expertise in financial analysis, planning, and leadership.

Credentials

  • Series 7, 63 and 65 (2001 - 2005)
    -
    Oct, 2001
    - Jun, 2026

Experience

  • Wells Fargo
    • Assistant Vice President, Sr. Treasury Consultant
      • Jun 2019 - Present

    • Assistant Vice President - Center of Excellence, Reporting and Analytics
      • Jun 2015 - Jun 2019

  • Federal Home Loan Bank of Des Moines
    • Des Moines, Iowa Area
    • Capital Markets Analyst
      • 2006 - 2015
      • Des Moines, Iowa Area

      Long term forecasting and financial modeling analyst

  • Principal Financial Group
    • Des Moines, Iowa Area
    • Marketing Consultant
      • 2001 - 2005
      • Des Moines, Iowa Area

      Lead Financial Plan Reviewer for the Registered Investment AdvisorSeries 7, 65 and 63 licensed

  • Syverson Strege & Company | Sherpa Investme...
    • West Des Moines, IA
    • Financial Associate
      • 1998 - 2000
      • West Des Moines, IA

      Financial AssociateCompiled complex financial plans for high net worth individuals including asset allocation, cash flow, insurance coverage, taxes, retirement, estate planning, charitable planning and financial recommendations.Worked with attorneys and CPAs to set up charitable trusts, estate pl...

  • Soloman Smith Barney
    • Des Moines, Iowa Area
    • Financial Analyst
      • 1997 - 1998
      • Des Moines, Iowa Area

      Performance Analyst • Performed quarterly analysis for high net worth clients' institutional managed accounts detailing their account managers, market research, company research and Modern Portfolio Theory statistics

  • Nationwide Insurance
    • Des Moines, Iowa Area
    • Staff Bond Assistant
      • 1991 - 1996
      • Des Moines, Iowa Area

      Home Office Staff Bond AssistantAdministrative and computer support to Vice President and branch managers for the home office and five branches

  • Equifax
    • Des Moines, Iowa Area
    • Word Processor
      • 1987 - 1991
      • Des Moines, Iowa Area

      Produced reports analyzing client credit, auto, health and life insurance reports. Completed reports for workers compensation investigations, skip tracing and background checks for employers.

Education

  • 1999 - 2001
    Iowa State University
  • Drake University
  • Urbandale High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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