Retirement Plan Associate
Current
Jan 2021 - Present
AeroLeads people directory · profile
Gregory Lawrence Email & Phone Number
Retirement Plan Associate
at
Slavic401k
1 work email found
@slavic401k.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Plan Associate
Location
Atlanta Metropolitan Area, United States
Company size
Who is Gregory Lawrence? Overview
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Quick answer
Gregory Lawrence is listed as Retirement Plan Associate at Slavic401k, a with 26 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at slavic401k.com and a matched LinkedIn profile for Gregory Lawrence.
Gregory Lawrence previously worked as Senior Financial Services Representative (Series 7 and 63 Licensed) at E*Trade Financial and Broker (Series 7 and 63 licensed)--Electronic Order Entry at Td Ameritrade. Gregory Lawrence holds B.S. (Bachelor Of Science), Writing/Mathematics from Massachusetts Institute Of Technology.
Company email context
Email format at Slavic401k
This section adds company-level context without repeating Gregory Lawrence's masked contact details.
*@slavic401k.com
71% confidence
AeroLeads found 1 current-domain work email signal for Gregory Lawrence. Compare company email patterns before reaching out.
Profile bio
About Gregory Lawrence
Financial and analytical professional with experience in the securities industry, with emphasis on trading equities and options. Spearheaded specialized training for new hires and served as a mentor to new associates. Served in a decision-making capacity for other departments. Analyzed trends while processing beneficiary claims to quickly assess areas for process improvements, while managing 100+ caseload. Actively seeking to apply these skills in the actuarial field. Additional competencies include:Numbers and Spreadsheet Experience, High Mathematical Aptitude, Teaching, Attention to Detail, Problem Resolution, Analytical Skills, Strong Verbal Communication Skills and High-Quality Written Communication Skills
Listed skills include Series 63, Retirement, Financial Services, Series 7, and 1 others.
Current workplace
Gregory Lawrence's current company
Company context helps verify the profile and gives searchers a useful next step.
Slavic401K
3 roles
Gregory Lawrence work experience
A career timeline built from the work history available for this profile.
Senior Financial Services Representative (Series 7 And 63 Licensed)
One-on-one interaction with relatives of deceased clients, advising them of the necessary paperwork and legal documents needed to close out decedents’ accounts. Helped to investigate and resolve complicated estate issues, and collaborated with management, to ensure that compliance requirements and quality standards were met. Routinely calculated Required Minimum Distribution (RMD) amounts for retirement accounts, and instructed beneficiaries on how to take these distributions. Maintained confidentiality of Personally Identifiable Information (PII) of both deceased clients and beneficiaries. Used Salesforce as a database for data management.
Nov 2007 - Nov 2019
Broker (Series 7 And 63 Licensed)--Electronic Order Entry
Reviewed equity and option orders entered by clients online. Determined the validity of orders, to ensure the integrity of the order approval process. Notified customers with questionable or rejected trades; offered solutions to customers. Accurately calculated requirements for complex options and margin orders under strict time-sensitive conditions.
Jul 1997 - May 2007
Team & coworkers
Colleagues at Slavic401k
Other employees you can reach at slavic401k.com. View company contacts for 26 employees →
MR
Maria Reyes, Qka
Colleague at Slavic401KJacksonville, Florida, United States
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DH
Dominique Hennemann
Colleague at Slavic401KWest Palm Beach, Florida, United States
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SQ
Sebastian Quintero
Colleague at Slavic401KBoca Raton, Florida, United States
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SJ
Shannon Jennings
Colleague at Slavic401KBoca Raton, Florida, United States
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RQ
Robyn Q.
Colleague at Slavic401KUnited States
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SM
Samantha Millgate
Colleague at Slavic401KGreater Orlando, United States
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LM
Loreal Miller
Colleague at Slavic401KGreater Phoenix Area, United States
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KG
Kurt Guinn
Colleague at Slavic401KBoca Raton, Florida, United States
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KJ
Kokolo Jöranssonson
Colleague at Slavic401KStockholm, Stockholm County, Sweden
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DS
Danelle Seymour
Colleague at Slavic401KBoca Raton, Florida, United States
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Maria Reyes, Qka
Colleague at Slavic401KJacksonville, Florida, United States
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DH
Dominique Hennemann
Colleague at Slavic401KWest Palm Beach, Florida, United States
View →
SQ
Sebastian Quintero
Colleague at Slavic401KBoca Raton, Florida, United States
View →
SJ
Shannon Jennings
Colleague at Slavic401KBoca Raton, Florida, United States
View →
RQ
Robyn Q.
Colleague at Slavic401KUnited States
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SM
Samantha Millgate
Colleague at Slavic401KGreater Orlando, United States
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LM
Loreal Miller
Colleague at Slavic401KGreater Phoenix Area, United States
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KG
Kurt Guinn
Colleague at Slavic401KBoca Raton, Florida, United States
View →
KJ
Kokolo Jöranssonson
Colleague at Slavic401KStockholm, Stockholm County, Sweden
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DS
Danelle Seymour
Colleague at Slavic401KBoca Raton, Florida, United States
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1 education record
Gregory Lawrence education
FAQ
Frequently asked questions about Gregory Lawrence
Quick answers generated from the profile data available on this page.
What company does Gregory Lawrence work for?
Gregory Lawrence works for Slavic401k.
What is Gregory Lawrence's role at Slavic401k?
Gregory Lawrence is listed as Retirement Plan Associate at Slavic401k.
What is Gregory Lawrence's email address?
AeroLeads has found 1 work email signal at @slavic401k.com for Gregory Lawrence at Slavic401k.
Where is Gregory Lawrence based?
Gregory Lawrence is based in Atlanta Metropolitan Area, United States while working with Slavic401k.
What companies has Gregory Lawrence worked for?
Gregory Lawrence has worked for Slavic401K, E*Trade Financial, and Td Ameritrade.
Who are Gregory Lawrence's colleagues at Slavic401k?
Gregory Lawrence's colleagues at Slavic401k include Maria Reyes, Qka, Dominique Hennemann, Sebastian Quintero, Shannon Jennings, and Robyn Q..
How can I contact Gregory Lawrence?
You can use AeroLeads to view verified contact signals for Gregory Lawrence at Slavic401k, including work email, phone, and LinkedIn data when available.
What schools did Gregory Lawrence attend?
Gregory Lawrence holds B.S. (Bachelor Of Science), Writing/Mathematics from Massachusetts Institute Of Technology.
What skills is Gregory Lawrence known for?
Gregory Lawrence is listed with skills including Series 63, Retirement, Financial Services, Series 7, and Equities.
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