Lainey Kluttz

Director of Sponsporships at Beat Auburn Beat Hunger
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte, North Carolina, United States, US

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Experience

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Director of Sponsporships
      • Mar 2023 - Present

    • VP Logistics and Operations
      • 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

    • Director of Barrel Tracking
      • 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.

    • Higher Education
    • 700 & Above Employee
    • Greek Ambassador
      • 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

    • Director of Programming and Advancement, DEI Cabinet of the Student Government Association
      • 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

    • First Year Councilor, Student Government Association
      • 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

  • The Welch Group
    • Birmingham, Alabama, United States
    • Spring Intern
      • 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

  • The University of Alabama Culverhouse LIFT
    • Tuscaloosa, Alabama, United States
    • Capstone Accounting Advisory Group
      • 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

  • Wells Fargo Advisors
    • Charlotte, North Carolina, United States
    • Summer Analyst - Wealth and Investment Management Program
      • 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.

  • Kluttz Financial Partners
    • Charlotte, North Carolina, United States
    • Summer Intern
      • 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

Education

  • The University of Alabama
    BS in Commerce and Business Administration, Accounting and Finance
    2020 - 2024

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