Georgia Monson, Clf Email & Phone Number

Greater Chicago Area

Lenox Advisors is a wealth management and insurance advisory firm offering solutions to individuals, families and corporate clients. We build close, personal relationships with a select group of clients who share our vision and values. Like our team, you become family. And because you are family, we go above and beyond for you, driven by a collective.

Spring Grove, Illinois

Certified Personal and Professional Coach & Energy Leadership Master PractitionerSpecializing In:Personal & Professional DevelopmentCultivating Change

Hinsdale, Illinois

Partnered with Top of the Table MDRT wealth management advisor to create financial planning solutions to high net worth clientele. Served as key member of investment team supporting over 200 clients with assets under management in excess of $4M earning a retention rate of 90%.Identified, evaluated, implemented process improvement projects creating SOP and.

Oak Park, Illinois

Provided personnel, financial, marketing and practice administration for physician office.Led turn- around initiative to collect over $50K of revenue on aged accounts over two years through improved account analysis, optimization of staff resources, and streamlining of collections process.Migrated outdated and inefficient manual financial reporting process.

Chicago, Illinois

Oversaw risk management and compliance plan implementation, managed care administration, financial management and all office operations for eight staff members and three orthopedic surgeons.Identified and implemented opportunity to source critical patient data via the utilization of integrated hospital database resulting in 50% increase in process and.

River Forest, Illinois

Served as HR, marketing and practice manager across three office locations and six surgeons. Automated medical offices to support practice expansion through coordinated IT upgrades, customized software development and conversion and establishment of new on-line communications system.Led business analysis and turn-around project for practice operations.

Chicago, Illinois

Redeveloped and co-managed training program to comply with NASD application guidelines and assumed role of education coordinator to support staff trainer and over eighty district agents. Organized quarterly seminar logistics, including location set up, workshop scheduling, materials preparation and licensing qualification.

Stevens Point, Wisconsin

Supervised activity of thirteen district agents and served as director’s associate to help achieve administrative and marketing production goals. Served as primary contact for all District Director personal clients.Generated over $10K in additional revenue within a ten month timeframe.Arranged fast track sales class and prepared new hires with materials.

Chicago, Illinois

Recognized for exceeding expectations as operations manager and requested to simultaneously serve as second in charge of Staff Recruitment Program.Screened resumes, conducted interviews, coordinated testing, performed background/credit checks and employment/credentials verification and initiated new hire orientation.Instrumental during company acquisition.

Corporate Office In Oak Brook, IL

Responsible for processing weekly agency reports, monitoring and alerting field of pending requirements and qualifying applicants by arranging continuing education courses, training and licensing updates.Supported three regional offices as internal liaison with executive management and oversaw agency hiring process.Confirmed new staff approvals with upper.

Des Plaines, Illinois

11/1990-10/1995 & 03/1996-02/1998Concurrently served as HR coordinator, claims manager, client representative and operations manager during dramatic company growth period.Part of five member team supporting over two hundred clients for #1 Financial Representative in company.

Chartered Leadership Fellow, A

Education record

Bachelors Of Science, Business Management

Graduated Summa Cum Laude