Lainey Kluttz
Director of Sponsporships at Beat Auburn Beat Hunger- Claim this Profile
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Bio
Experience
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Beat Auburn Beat Hunger
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United States
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Non-profit Organizations
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1 - 100 Employee
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Director of Sponsporships
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Mar 2023 - Present
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VP Logistics and Operations
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Mar 2022 - Mar 2023
- Manage communication with the West Alabama Food Bank as it relates to donation numbers and the locations of donation sites.- Work in Excel to manage the assignment of hundreds of staff members to hundreds of barrel locations, both on and off campus. - Plan and coordinate a Week of Service during the 6-week food drive to encourage active student engagement at the West Alabama Food Bank. - Lead a team of directors and staff in the management of all logistics activities.- Collaborate with the president and other VPs to support one another in our responsibilities and planning duties Show less
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Director of Barrel Tracking
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May 2021 - Mar 2022
- Develop a plan for distributing barrels to hundreds of locations across campus.- Collaborate with VP Logistics and other directors to keep track of donation numbers. - Lead staff members in delivering donations to the West Alabama Food Bank.
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The University of Alabama
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Higher Education
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700 & Above Employee
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Greek Ambassador
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Nov 2021 - Present
- Provide tours sessions to incoming students and their parents about Greek organizations on campus- Coordinate with the Office of Fraternity and Sorority Life at UA to provide informational sessions to parents and incoming students regarding the benefits and membership requirements associated with being a member of a Greek organization
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Director of Programming and Advancement, DEI Cabinet of the Student Government Association
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May 2021 - Present
- Coordinate with the University to develop and creating programming related to DEI initiatives on campus- Promote the goals of the VP of DEI and their implementation on campus- Serve as the liaison between service organizations and the DEI cabinet to expand our reach and service on campus
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First Year Councilor, Student Government Association
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Sep 2020 - May 2021
- Selected as one of 65 freshmen to represent the Class of 2024 in student government- Promoted the interests of the residents of Ridgecrest South by writing and sponsoring legislation to improve campus safety, put printers in dorms, and create community engagement- Served as Head of the Ethics Committee to ensure compliance with general ethical principles when writing and passing legislation
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The Welch Group
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Birmingham, Alabama, United States
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Spring Intern
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Jan 2023 - May 2023
- Perform maintenance and analytics on client records - Research changes in federal law that are applicable to clients and their investments - Assist advisors in preparing for client meetings - Compile client financial records to send to CPAs for tax filing - Perform maintenance and analytics on client records - Research changes in federal law that are applicable to clients and their investments - Assist advisors in preparing for client meetings - Compile client financial records to send to CPAs for tax filing
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The University of Alabama Culverhouse LIFT
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Tuscaloosa, Alabama, United States
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Capstone Accounting Advisory Group
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Dec 2021 - Dec 2022
- Work with local small business owners to ensure GAAP compliance in accounting records - Collaborate with team members to keep accrual accounting systems for these businesses - Use QuickBooks to maintain accounting records - Work with local small business owners to ensure GAAP compliance in accounting records - Collaborate with team members to keep accrual accounting systems for these businesses - Use QuickBooks to maintain accounting records
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Wells Fargo Advisors
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Charlotte, North Carolina, United States
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Summer Analyst - Wealth and Investment Management Program
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Jun 2022 - Aug 2022
- Synthesize data across an internal system to show growth of client book and individual client portfolios over the past 5 years - Create a financial literacy curriculum to engage the next generation of investors in smart financial habits, while increasing the likelihood of a multigenerational client base - Collaborate with 2 other interns to pitch an investment strategy for young investors that takes advantage of their retirement horizon to maximize returns over time. - Synthesize data across an internal system to show growth of client book and individual client portfolios over the past 5 years - Create a financial literacy curriculum to engage the next generation of investors in smart financial habits, while increasing the likelihood of a multigenerational client base - Collaborate with 2 other interns to pitch an investment strategy for young investors that takes advantage of their retirement horizon to maximize returns over time.
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Kluttz Financial Partners
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Charlotte, North Carolina, United States
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Summer Intern
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May 2018 - Aug 2021
- Created and maintained a client-friendly website for informational and communicative purposes - Researched potential investment opportunities, including mutual funds and ETFs for clients using the MorningStar fintech platform - Shadowed advisors on client calls to gain insight and understanding into the client-facing aspects of financial advisory - Maintained client records using a Contact Resource Management system and broker-dealer's web database - Created and maintained a client-friendly website for informational and communicative purposes - Researched potential investment opportunities, including mutual funds and ETFs for clients using the MorningStar fintech platform - Shadowed advisors on client calls to gain insight and understanding into the client-facing aspects of financial advisory - Maintained client records using a Contact Resource Management system and broker-dealer's web database
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Education
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The University of Alabama
BS in Commerce and Business Administration, Accounting and Finance