Paula A. DeLaurentis
Corporate Officer/Principal at Portfolia, Inc. (United States)
Profile
Paula A.
DeLaurentis is currently the Chief Marketing Officer at Portfolia, Inc. (United States) since 2022 and an Advisor at Sheryl Grant Enterprises since 2021.
Previously, she held the position of Managing Director at TD Ameritrade Investment Management LLC from 2007 to 2010 and Chief Retail Officer at FOLIOfn, Inc. from 2018 to 2020.
She also served as Vice President at TD Waterhouse Institutional Services from 2004 to 2006 and Chief Revenue Officer at iFunding USA, Inc. in 2015.
Additionally, she worked as the Chief Marketing Officer at EnTitle Direct Group, Inc. and Lendit Conference LLC from 2015 to 2018.
She was an Advisor at Gitterman Wealth Management LLC in 2021, CentSai, Inc. from 2018 to 2019, and held an advisory role at Sheryl Grant Enterprises in 2021.
Ms. DeLaurentis obtained her undergraduate degree from Manhattanville College.
Paula A. DeLaurentis active positions
| Companies | Position | Start |
|---|---|---|
Portfolia, Inc. (United States)
 Portfolia, Inc. (United States) Investment ManagersFinance Portfolia, Inc. (United States) (Portfolia Inc.) is a venture capital firm founded in 2013 by Costello Trish. The firm is headquartered in San Mateo, California. | Corporate Officer/Principal | 2022-02-28 |
| Sheryl Grant Enterprises | Consultant / Advisor | 2021-04-29 |
Former positions of Paula A. DeLaurentis
| Companies | Position | End |
|---|---|---|
Gitterman Wealth Management LLC
 Gitterman Wealth Management LLC Investment ManagersFinance Gitterman & Associates Wealth Management LLC (GWM) is a registered investment advisor headquartered in Edison, New Jersey. The firm was founded by Jeffrey L. Gitterman and Elias S. Rauch in 1990. GWM offers financial planning and asset management solutions to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Consultant / Advisor | 2021-10-29 |
FOLIOfn, Inc.
 FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA. | Corporate Officer/Principal | 2020-09-29 |
CentSai, Inc.
 CentSai, Inc. Internet Software/ServicesTechnology Services Centsai, Inc. financial adviserey services. It offers financial education, wellness, personal finance, budgeting and debt management. The company was founded by Arindam Nag and Doria Lavagnino and is headquartered in New York, NY. | Consultant / Advisor | 2019-01-01 |
Lendit Conference LLC
 Lendit Conference LLC Miscellaneous Commercial ServicesCommercial Services Lendit Conference LLC operates as a financial technology industry. It specializes in online lending, networking, event management, financial technology, digital banking and financial services. The company was founded by Peter Renton, Bo Brustkern and Jason Jones on January 20, 2013 and is headquartered in New York, NY. | Corporate Officer/Principal | 2018-01-01 |
| iFunding USA, Inc. | Corporate Officer/Principal | 2015-12-12 |
Training of Paula A. DeLaurentis
| Manhattanville College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
FOLIOfn, Inc.
FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA. | Technology Services |
TD Ameritrade Investment Management LLC
 TD Ameritrade Investment Management LLC Investment ManagersFinance TD Amerivest Investment Management LLC (TDAIM) is an investment management firm headquartered in Omaha, Nebraska. The firm was founded in 1997 as PFN Investment Management LLC. They operated under the name Amerivest Investment Management LLC from April 2003 to December 2016. The firm is owned by TD Ameritrade Holding Corp., which is a subsidiary of The Charles Schwab Corp. (NYSE: SCHW). TDAIM provides financial planning and asset allocation services to individuals and trusts, but may provide such services to institutions, as well. These services are provided through the Internet or software applications to a national clientele. | Finance |
EnTitle Direct Group, Inc.
 EnTitle Direct Group, Inc. Specialty InsuranceFinance EnTitle Direct Group, Inc. operates as a title insurance and settlement services company which offers insurance products. It also provides title reinsurance services. The company was founded in 1978 and is headquartered in Norwalk, CT. | Finance |
Gitterman Wealth Management LLC
Gitterman Wealth Management LLC Investment ManagersFinance Gitterman & Associates Wealth Management LLC (GWM) is a registered investment advisor headquartered in Edison, New Jersey. The firm was founded by Jeffrey L. Gitterman and Elias S. Rauch in 1990. GWM offers financial planning and asset management solutions to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
| iFunding USA, Inc. | |
CentSai, Inc.
CentSai, Inc. Internet Software/ServicesTechnology Services Centsai, Inc. financial adviserey services. It offers financial education, wellness, personal finance, budgeting and debt management. The company was founded by Arindam Nag and Doria Lavagnino and is headquartered in New York, NY. | Technology Services |
Portfolia, Inc. (United States)
Portfolia, Inc. (United States) Investment ManagersFinance Portfolia, Inc. (United States) (Portfolia Inc.) is a venture capital firm founded in 2013 by Costello Trish. The firm is headquartered in San Mateo, California. | Finance |
Lendit Conference LLC
Lendit Conference LLC Miscellaneous Commercial ServicesCommercial Services Lendit Conference LLC operates as a financial technology industry. It specializes in online lending, networking, event management, financial technology, digital banking and financial services. The company was founded by Peter Renton, Bo Brustkern and Jason Jones on January 20, 2013 and is headquartered in New York, NY. | Commercial Services |
| Sheryl Grant Enterprises | |
TD Waterhouse Institutional Services
 TD Waterhouse Institutional Services Investment Banks/BrokersFinance Part of National Bank of Canada, TD Waterhouse Institutional Services is a Canadian company that provides custody, trading, clearing, settlement, and record keeping solutions for portfolio managers. The company is located in Canada. TD Waterhouse Institutional Services was acquired by National Bank of Canada from The Toronto-Dominion Bank on November 12, 2013 for $243.18 million. | Finance |
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