Lacey Mortensen work email
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Lacey Mortensen personal email
Lacey Mortensen is a Tax Manager at FFG Wealth at Fiduciary Financial Group. They possess expertise in leadership, microsoft office, management, microsoft word, analytical skills and 8 more skills.
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Tax ManagerFiduciary Financial Group Jan 2022 - PresentSan Rafael, Ca, Us -
Senior AccountantNelson, Vogelheim & Phillips, Llp Jan 2020 - Jan 2022 -
Staff AccountantNelson, Vogelheim & Phillips, Llp Jan 2018 - Jan 2020 -
Private Client InternAlpha Wealth Management And Planning Apr 2017 - Jan 2018Novato, Ca, Us• Aid advisors regarding optimal security portfolios for clients after analyzing their financial information through Morningstar and other financial advising software• Report updates to company about current stock holdings and their future performance• Organize Women, Wine & Wealth Events by creating and managing custom Facebook Ads, group emails and other forms of online advertisement -
Transfer Student And Orientation AmbassadorSonoma State University May 2016 - Dec 2017Rohnert Park, Ca, Us• Perform the Introduction Speech at the Transfer Orientation to around 450 incoming transfer students• Present ideas to Orientation Coordinators about how incoming transfer students can get the most out of Orientation• Speak with incoming transfer students in order to share my experiences and advice regarding transferring • Organize and promote Transfer Socials and Getaway Trips throughout the semester to encourage campus community -
Child Care TeacherCity Of Novato Parks, Recreation, And Community Services May 2011 - Aug 2017Novato, California, UsSummer Camp Lead Staff Member:• Lead 80 elementary-aged children through daily activities by addressing and supervising them• Delegate responsibilities to about 7 other Staff Members• Collaborate with 4 fellow Lead Staff Members input regarding how to improve the camp• Answer general and specific questions about the camp for the communityChild Care Teacher at Lu Sutton Child Care January 2015-April 2017I have been working at Novato Parks, Recreation and Community Services' Lu Sutton Child Care twice a week during the school year. I lead an activity for about 10 elementary-aged children and supervise them during free play. In addition, I work with our computer's database to confirm the children's sign-in and sign-out times are correct.
Lacey Mortensen Skills
Lacey Mortensen Education Details
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Sonoma State UniversityFinance
Frequently Asked Questions about Lacey Mortensen
What company does Lacey Mortensen work for?
Lacey Mortensen works for Fiduciary Financial Group
What is Lacey Mortensen's role at the current company?
Lacey Mortensen's current role is Tax Manager at FFG Wealth.
What is Lacey Mortensen's email address?
Lacey Mortensen's email address is lm****@****llp.com
What schools did Lacey Mortensen attend?
Lacey Mortensen attended Sonoma State University.
What skills is Lacey Mortensen known for?
Lacey Mortensen has skills like Leadership, Microsoft Office, Management, Microsoft Word, Analytical Skills, Powerpoint, Microsoft Excel, Public Speaking, Team Leadership, Customer Service, Working With Children, Sales.
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