Lauree Peterson-Sakai serves on the VOYCE Board of Directors. As the Elder Strategy Leader at Wells Fargo Advisors, Lauree is responsible for developing, implementing and monitoring risk-based compliance programs that assess issues of concern with elderly clients. Lauree partners with surveillance, legal, marketing, and other divisions in the firm to protect the elderly’s interests anticipate the need for new services and advocate best practices. In consultation with various business lines within WFA, Lauree develops innovative approaches to providing elderly care services and plans that effectively manage the life changes for clients.
Prior to her new role, Lauree was the Risk Manager for Wells Fargo Advisors Financial Network, a business channel for independent brokers where her team had the responsibility of mitigating risk by developing and implementing policies and procedures to ensure compliance to firm and regulatory rules. Lauree also has extensive branch experience as a Branch Operations Manager within the PCG channel and was also a Compliance branch examiner. Lauree has been with Wells Fargo Advisors and its predecessor firms since 1996. She holds her Series 7, 63 and 24 licenses/registrations.
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