Lauren Madison
Financial Planner at The Kelly Group- Financial Planning and Wealth Management Services- Claim this Profile
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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NASAA Series 65 - Uniform Investment Adviser Law Exam
NASAAMar, 2023- Nov, 2024
Experience
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The Kelly Group- Financial Planning and Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner
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Jun 2021 - Present
- Meet with Kelly Group clients to discuss financial planning needs, primarily in preparation for retirement. - Work alongside the Financial Planning Associates and Financial Advisors in providing plan updates, answering client questions, completing action items that result from planning meetings, and presenting plans. - Collaborate with the Compliance and Service Operations team on implementation of new compliance regulations as a result of their recent RIA conversion. - Use tools such as MoneyGuidePro, Redtail CRM, Wealthscape and Black Diamond to provide accurate and comprehensive plans.
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PNC
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United States
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Financial Services
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700 & Above Employee
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Client Solution Specialist Sr
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Jun 2018 - May 2021
- Client Solution Specialist within the Hawthorn generational family wealth channel, providing customized solutions to serve the complex needs of ultra-wealthy families. - Provide support for a senior fiduciary advisor with completing cash and asset transactions for clients, updating accounts, completing opening and closing account paperwork, and other administrative work. - Maintain relationships with members of over 15 different high net worth families with varying financial needs and personal circumstances. - Regular communication with clients regarding account updates, as well as collecting necessary compliance information. - Collaborate with a variety of team members to provide quality service across multiple disciplines including fiduciary, investments, wealth strategy, and relationship management. - Daily use of Siebel Workflows, Onbase Unity Client, and AMTrust Bluezone Mainframe Display.
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Salisbury University - Perdue School of Business
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United States
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Higher Education
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1 - 100 Employee
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Graduate Research Assistant
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Aug 2017 - May 2018
- Assist faculty in the Perdue School of Business with research. - Focus on research in the fields of Economics, Finance, and Accounting. - Use research databases to find necessary information, as well as use tools such as MS Word, Excel, Powerpoint, and more to present previously researched data. - Topics include but are not limited to: Grading Distribution within Salisbury University Business Prerequisites, Human Capital Projection in Africa (Economics), GDP in Paris Accord Countries (Finance), Consumption of Petroleum (Finance), Behavioral Ethics (Accounting), Effort within Economic Choice Games (Accounting). - Assist Professors in other administrative functions such as filing, scanning, copying, managing class roster, proctoring exams, ect.
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PNC
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United States
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Financial Services
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700 & Above Employee
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Bank Teller
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May 2017 - Sep 2017
- Process teller transactions for customers including any deposits, withdrawals, and cashing checks. - Process business deposits in a high-traffic resort city for many companies in the area, averaging forty or more night deposits, as well as daily business deposits between $10,000-$50,000. - Assist Customer Service Representative and Financial Managers in finding potential clients for changes or additional services in an effort to meet weekly goals. - Spend time each shift engaging customers in lobby. The goal of lobby engagement was to provide the best possible service to clients as well as potentially assisting the teller line. - Preform regular audits of other teller's drawers as well as the TCR (Teller Cash Recycler) audits - Complete Currency Transaction Reports, Suspicious Activity Reports, and Counterfeit Bill Reports - Provide quality customer service to clients of PNC to ensure their financial wellbeing.
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BEACON
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Salisbury, Maryland
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Undergraduate Research Assistant
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Feb 2017 - May 2017
- Research on the behalf of the Business, Economic and Community Outreach Network to provide business consulting for variety of organizations such as government agencies, private companies, and non-profit community-based organizations - Work closely with Graduate Assistants and supervisors to provide clients with effective consulting services. - Call community leaders to interview them on issues within the Salisbury area. - Use census data to complete demographic databases. - Research on the behalf of the Business, Economic and Community Outreach Network to provide business consulting for variety of organizations such as government agencies, private companies, and non-profit community-based organizations - Work closely with Graduate Assistants and supervisors to provide clients with effective consulting services. - Call community leaders to interview them on issues within the Salisbury area. - Use census data to complete demographic databases.
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Salisbury University
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Higher Education
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700 & Above Employee
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Building Manager
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Jan 2017 - May 2017
- Supervise the GSU Building after normal business hours to ensure University and building policies and procedures are being followed. - Manage the information desk employees by making sure they are on task and provide updated training. - Work with building staff to arrange rented rooms to client’s specifications - Provide excellent customer service to all building users and guests. - Prepare the building signage for the next day's events. - Create hourly reports to keep supervisors updated on building usage, as well as report any potential issues to the proper individual(s).
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75th Street Medical Ctr
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United States
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Hospitals and Health Care
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Patient Service Representative
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May 2016 - Sep 2016
- Greet visitors, obtain details regarding purpose of visit, and direct them to appropriate staff. - Schedule and confirm patient appointments, check-ups and physician referrals. - Answer telephones and direct calls to appropriate staff. - Compile and record medical charts, reports, and correspondence. - Used programs such as Medical Mastermind and Availity to a proficient level, as well as the basics of CPT Codes, ICD-9 Codes and ICD-10 Codes. - Work with workman's compensation, guest injury, Medicare, and diet patients
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AMR Jewelry Boutique
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Westminster, Maryland
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Jewelry Manufacturer
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Nov 2013 - Jan 2016
- Made certain that daily operations of the store were taken care of. - Directly interacted with customers to provide an exceptional experience. This included normal retail sales tasks as well as consulting to create custom products. - Created the product for the store using supplies provided to reflect customer demand and stock needs. - Manufactured jewelry on a large scale for the wholesale department, requiring me to work quickly and effectively to correctly fill in the order and ship to retail stores. - Keyholder
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Regal Cinemas
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United States
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Entertainment Providers
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100 - 200 Employee
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Concession Stand Employee
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Apr 2012 - Aug 2012
- Sold tickets to the customers. - Cleaned the theaters after a movie viewing and the general theater area to create a quality viewing experience for the customers. - Ensured the concessions area was fully stocked and sold a variety of snacks to customers. - Sold tickets to the customers. - Cleaned the theaters after a movie viewing and the general theater area to create a quality viewing experience for the customers. - Ensured the concessions area was fully stocked and sold a variety of snacks to customers.
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Education
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2020 - 2021
Kansas State University
Master of Science - MS, Personal Financial Planning -
2017 - 2018
Salisbury University
Master of Business Administration - MBA -
2014 - 2017
Salisbury University
Communication Arts, Minor in Business Administration and Psychology, Human Communication -
2010 - 2014
Winters Mill HS
High School Diploma, High School/Secondary Diplomas and Certificates
Community
