BUSINESS DEVELOPMENT
Lauren Klein
Business Development – West
Lauren leads sales and distribution efforts in the Western half of the United States, focusing primarily on direct to advisor and key account relationships.
Prior to joining GeoWealth in 2020, Lauren was a Sales Consultant at State Street Global Advisors and the SPDR Family of ETFs. Lauren joined State Street in 2017 and held various positions within the firm’s intermediary distribution business, working closely with large ETF strategists, national RIAs, and turnkey asset management platforms (TAMPs).
Lauren earned a B.S. in Finance and Marketing from Providence College where she also competed as a member of the Women’s Ice Hockey Team – serving as a captain her junior and senior seasons. Outside of work, Lauren is an avid Minnesota sports fan and enjoys traveling home to Minnesota to spend time at the lake with her family.
Western Territory: Arizona, Arkansas, California, Colorado, Idaho, Illinois, Iowa, Kansas, Louisiana, Minnesota, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington, Wisconsin, Wyoming