Laszlo Strasser
Wealth Management Intern at Equitable Advisors | Staten Island, New York, United States
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Laszlo Strasser is currently serving as a Wealth Management Intern at Equitable Advisors, where he leverages his strong foundation in financial analysis and his proactive approach to client service. In this role, Laszlo actively contributes to the firm's efforts in analyzing market trends, news, and economic developments to identify potential risk factors that could impact client portfolios. His ability to conduct thorough market research using manual techniques and data visualization tools enables him to provide insightful recommendations, helping clients navigate complex financial landscapes with confidence.
At Equitable Advisors, Laszlo manages and optimizes client records utilizing advanced Excel skills, including pivot tables and V-Lookups, ensuring data accuracy and accessibility across the team. His attention to detail and organizational skills support the development of tailored financial plans, aligning with clients' goals and risk tolerances. Laszlo's experience in CRM systems enhances his ability to build and maintain strong client relationships, fostering trust and long-term engagement.
His expertise extends to cold calling and outreach strategies, where he applies emotional intelligence and effective communication to connect with prospective clients and expand the firm's client base. Laszlo’s background as a Division 1 athlete and his leadership roles in various volunteer initiatives demonstrate his adaptability, teamwork, and resilience—qualities essential for success in the fast-paced financial services industry. Passionate about problem-solving and efficiency, Laszlo continuously seeks opportunities to deepen his understanding of financial planning and wealth management, positioning himself as a valuable asset to Equitable Advisors and its clients.
Wealth Management Intern at Equitable Advisors in January 2025 to Present
Sales & Service at Staten Island FerryHawks in January 2025 to January 2025
Finance Intern at Black Luck Zrt. in June 2023 to August 2024
Volunteer at Mamoní Valley Preserve in April 2023 to April 2023
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Wagner College, Bachelor of Science - BS, October 2026
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Customer Relationship Management (CRM)
Financial Planning
Cold Calling
Planning Budgeting & Forecasting
Microsoft Excel
Emotional Intelligence
Business Integrity
Team Leadership
Easily Adaptable
Time Management
Problem Solving
Critical Thinking
Attention to Detail
Communication
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Discover more about Equitable AdvisorsWhat is Laszlo Strasser email address?
Email Laszlo Strasser at [email protected]. This email is the most updated Laszlo Strasser's email found in 2026.
How to contact Laszlo Strasser?
To contact Laszlo Strasser send an email to [email protected]. (updated on February 20, 2025)
What company does Laszlo Strasser work for?
Laszlo Strasser works for Equitable Advisors
What is Laszlo Strasser's role at Equitable Advisors?
Laszlo Strasser is Wealth Management Intern
What is Laszlo Strasser's Phone Number?
Laszlo Strasser's phone (212) ***-*256
What industry does Laszlo Strasser work in?
Laszlo Strasser works in the Higher Education industry.
Laszlo Strasser Email Addresses
Laszlo Strasser Phone Numbers
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