Laura Smith Dunaief, CPTM

Based in New York City, Laura Smith Dunaief partners with organizations to design, manage, and implement organizational training strategies and programs.

Since 2003, Laura has worked extensively developing and facilitating custom programs to address a wide array of organizational needs, including:

• Leadership and Management Skills,
• Presentation and Communication Skills,
• Consultative Selling and Relationship Management Skills, and
• Financial Industry Products, Services and Technology.

Before launching her consultancy, Laura led sales, service, project, trading and operations organizations in the financial services industry for twenty years. For both Charles Schwab and its acquisition, Schwab Capital Markets, she led major organizational change initiatives, managed department turnarounds and proposed and built new business lines and systems that increased revenue and operational efficiencies.

Most recently, she was Director of Training and Development for Schwab Capital Markets. In this role, she was responsible for leading training strategy development and implementation for Schwab’s trading arms.

Representative financial industry consulting clients have included Wells Fargo Wealth Management; Citi Private Equity Services, Inc.; United Nations Federal Credit Union; Lincoln Investment Planning; Murex; FinTech Consulting, LLC; Sumitomo Mitsui Banking Corporation; FINRA; and many international and domestic Private Banks and Investment Banks.

Other clients have included Disney-ABC Television Group, General Mills, American Institute of Chemical Engineers, American Management Association, Columbia University, Fairfield University, and Pearson Learning Solutions.

A magna cum laude graduate of New York University with a B.A. in Organizational Behavior and Communication, Laura has received many educational and professional awards.

She is a Certified Professional in Training Management (CPTM), and she has been certified to deliver Professional Selling Skills, DDI Learning Systems, and The Service Difference.

Laura also formerly held the following financial industry licenses: Series 7, 8, 24, 55 and 63.

She volunteers actively with professional organizations that focus on developing career management and leadership skills, including the Financial Women’s Association of New York (FWA), where she works on “next generation” initiatives to increase diversity in the financial services industry.