,MBA, FPQP®
As a Client Service Team Lead, Lauren provides client service support while overseeing the daily activities of a designated group of client service team members. Responsibilities include supporting advisors and clients, administering service processes and workflows, processing account-related requests, coordinating with custodians, accountants, and other professionals, and assisting with the preparation of client meeting materials.
In a leadership capacity, she oversees team workflows, participates in special projects, assists with onboarding and training team members, maintains training materials, and supports compliance-related testing activities. Lauren may attend client meetings in a technical or support capacity and monitors assigned client service functions for adherence to firm procedures.
When you’re not working, you’re…?
I enjoy spending time with my daughter and family. When I am not running to school events or sporting events, I enjoy cooking, gardening, reading, and traveling.
How do you do good in your community?
One of my passions is helping with a local food bank to provide weekend meals for children at our local elementary schools. I also enjoy volunteering weekly at my family’s church in the children’s ministry.
Where did you grow up? Where do you live now?
IÂ was born and raised in Asheville, North Carolina. After living in several other locations across the state, my family has returned to the beautiful mountains of Western North Carolina where we plan to stay!
What’s a destination in the world that you aspire to visit?
I would love to visit the Maldives, the tropical paradise in the Indian Ocean, which is at the top on my bucket list.
Master of Business Administration
Financial Paraplanner Qualified ProfessionalTM
University of North Carolina at Pembroke
MBA, Finance
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University of North Carolina at Greensboro
BS, Business Administration and Economics
