Andrew Lantz Email & Phone Number

Atlanta, Ga, Us

Atlanta, Georgia, United States

❖ Conducted IT general control assessments for SOC, SOX/MAR, audit support, and cybersecurity engagements❖ Led walkthroughs with clients to evaluate and inspect risk assessment evidence regarding logical access security, changemanagement, and computer operations policies and procedures❖ Evaluated private insurance clients for internal controls alignment with information security regulations and frameworks such asNYDFS, HIPAA, and NIST❖ Developed summary statistics and infographics for clients to visualize risk importance and severity as well as year over yearprogress on internal controls against expectations❖ Communicated exceptions and findings regarding security controls to clients, as well as recommendations for remediation efforts❖ Assessed information technology systems for reliability, availability, confidentiality, and integrity in support of internal audit

Athens, Georgia, United States

❖ Created infographics detailing workflows within the organization❖ Aggregated quarter end financial data on an account, client, and plan level for the purposes of reporting and updating accounts❖ Developed VBA UserForms for client deliverables to improve ease of data entry and business productivityOffice and Cannon Financial Strategists standards❖ Collected client sourcing data for over 500 clients, and helped integrate source data into Morningstar Office’s CRM capabilities❖ Produced a standardized IPS document for Cannon Financial Strategists, including documents for both disclosures for ERISA and Non-ERISA ❖ Audited over 500 client contracts by examining past data against individual advisor agreements, investment policy statements, and advisor agreement addendums.

Oconee County, Georgia, United States

❖ Performed as a youth soccer referee at Oconee Veterans Park, serving as both head referee and line judge for games❖ Refereed an array of age groups ranging from U10 up to U15 players (typically 7v7 or 9v9 configurations)❖ Researched and learned the GHSA, FIFA, and local soccer laws of the game as per OCPRD standards and requirements

Bogart, Georgia, United States

❖ Performed scorekeeping duties including recording game statistics, management of team substitutions, and use of game clock ❖ Helped maintain an orderly and well-organized game schedule for youth basketball, working all ages including adult league games

Athens, Georgia, United States

❖ Transcribed audio files from various business clients, often financial consultation memos regarding insurance or investments❖ Organized and maintained a transcription schedule, keeping on-time and reaching task completion standards

Bachelor Of Business Administration - Bba, Economics, Management Information Systems, Alumni

Activities and Societies: Member of Alpha Kappa Psi Professional Fraternity

Education record

Minor, Cognitive Science