Gregory Lawrence Email and Phone Number
Gregory Lawrence work email
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Gregory Lawrence personal email
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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
Slavic401K
View- Website:
- slavic401k.com
- Employees:
- 26
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Retirement Plan AssociateSlavic401K Jan 2021 - PresentAtlanta Metropolitan Area
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Senior Financial Services Representative (Series 7 And 63 Licensed)E*Trade Financial Nov 2007 - Nov 2019Alpharetta, GaOne-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. -
Broker (Series 7 And 63 Licensed)--Electronic Order EntryTd Ameritrade Jul 1997 - May 2007Jersey City, NjReviewed 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.
Gregory Lawrence Skills
Gregory Lawrence Education Details
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Writing/Mathematics
Frequently Asked Questions about Gregory Lawrence
What company does Gregory Lawrence work for?
Gregory Lawrence works for Slavic401k
What is Gregory Lawrence's role at the current company?
Gregory Lawrence's current role is Retirement Plan Associate at Slavic401k.
What is Gregory Lawrence's email address?
Gregory Lawrence's email address is gc****@****hoo.com
What schools did Gregory Lawrence attend?
Gregory Lawrence attended Massachusetts Institute Of Technology.
What are some of Gregory Lawrence's interests?
Gregory Lawrence has interest in Christianity, Exercise, Investing, Traveling, Sweepstakes, Electronics, Home Improvement, Reading, Dogs, Family Values.
What skills is Gregory Lawrence known for?
Gregory Lawrence has skills like Series 63, Retirement, Financial Services, Series 7, Equities.
Who are Gregory Lawrence's colleagues?
Gregory Lawrence's colleagues are Raquel Castillo, Clyde Palmer, Monique Green, Ariana Hall , Mba, Phr, Lauren Selman, Mba, Shrm-Cp, Bruce Robinson, Patricia Curniffe Cole.
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Gregory Lawrence
Acquisitions And Asset Management At Robert Martin CompanyNew York City Metropolitan Area -
2car-mercial.com, intellapro.com -
Gregory Lawrence
San Francisco, Ca -
2veraxbiomedical.com, me.com3 +150848XXXXX
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Gregory Lawrence
Greater Seattle Area3aol.com, phdmedia.com, wunderkind.co4 +442074XXXXXX
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