Laurie Allen, CFP®
Laurie Allen, CFP®
Member for 9 months
2 ratings & reviews completed
Average rating:
Reputation: 40
| Title | Owner and Certified financial planner |
|---|---|
| Job Type | Executive |
| Department | Professional Services |
| Company | LA Wealth Management |
| Industry | Financial Services |
| Size | 1-10 employees |
Expertise
| Product | Experience | Level of Expertise |
|---|---|---|
monday.com | 4 years | |
Zoho CRM | 4 years |
Badges
Pundit- Construction Management
Pundit- Task Management
Pundit- Project Management
Ratings and Reviews
| Product | Rating | Rating Date | Review Link |
|---|---|---|---|
| monday.com | Aug 15, 2023 | Read Review | |
| Zoho CRM | Aug 11, 2023 |