Role at Appleton
As the firm’s Assistant Treasurer, Lauren is involved in a variety of corporate finance functions and is also the lead liaison in Appleton’s Corporate Banking Relationships. She is responsible for managing the firm’s fee processing, overseeing the calculation and verification of client invoices. In addition, Lauren is a member of the firm’s Finance Committee.
Professional Experience
Prior to joining Appleton Partners in 2004, Lauren was with Putnam Investments as a Portfolio Specialist Assistant. She also worked at Pearson Education as a Marketing Assistant. Lauren earned a CFA Institute Investment Foundations® Certificate and completed the Executive Scholar Program in Marketing at Kellogg School of Management at Northwestern University.
Education
B.S., Syracuse University
Personal Notes
Lauren, her husband and two children live in Andover, MA. In her free time, she enjoys running, cooking and outdoor activities with her family.
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