Lauren Monce
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Lauren Monce Email & Phone Number

Director, Private Client Services and Compliance at Investment Research & Advisory Group, Inc.
Location: Atlanta, Georgia, United States 7 work roles 2 schools
1 work email found @iragroup.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email l****@iragroup.com
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Current company
Investment Research & Advisory Group, Inc.
Role
Director, Private Client Services and Compliance
Location
Atlanta, Georgia, United States
Company size
23 employees

Who is Lauren Monce? Overview

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Quick answer

Lauren Monce is listed as Director, Private Client Services and Compliance at Investment Research & Advisory Group, Inc., a company with 23 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at iragroup.com and a matched LinkedIn profile for Lauren Monce.

Lauren Monce previously worked as Director, Private Client Services & Compliance at Investment Research & Advisory Group, Inc. and Registered Associate|Compliance at Carter, Terry & Co., Inc.. Lauren Monce holds Master'S Of Science, Finance from Georgia State University.

Company email context

Email format at Investment Research & Advisory Group, Inc.

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{first_initial}{last}@iragroup.com
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AeroLeads found 1 current-domain work email signal for Lauren Monce. Compare company email patterns before reaching out.

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Profile bio

About Lauren Monce

Lauren Monce is a Director, Private Client Services and Compliance at Investment Research & Advisory Group, Inc. . She possess expertise in public speaking, microsoft word, microsoft excel, teamwork, research and 1 more skills. She is proficient in Spanish.

Listed skills include Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, and 2 others.

Current workplace

Lauren Monce's current company

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Investment Research & Advisory Group, Inc.
Investment Research & Advisory Group, Inc.
Director, Private Client Services and Compliance
Atlanta, GA, US
Website
iragroup.com
Employees
23
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Company profile
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7 roles

Lauren Monce work experience

A career timeline built from the work history available for this profile.

Registered Associate|Compliance

Carter, Terry & Co., Inc.

Atlanta, Georgia, United States

  • Oversaw and implemented a new cybersecurity protocol for the firm
  • Supported Compliance Officer in gathering and explaining materials requested during annual audits, internal and external
  • Assisted Compliance Officer in surveillance of firm’s investment advisors
  • Coordinated the operations for capital raising of banks
  • Assembled daily and monthly operational reports
  • Aided in the on boarding of new advisors
Dec 2020 - Nov 2021

Transfer Agency Associate

Franklin Templeton Investments

Tampa/St. Petersburg, Florida Area

  • Answered customer inquiries surrounding account information and products
  • Specialized in communicating performance, holdings, historical data, and analysis of all funds as a member of the Fund Information Team
  • Processed monetary and non-monetary requests
  • Reviewed new internal communications and applied to customer questions
  • Communicated with peers regarding products, regulatory conditions, and customer requests
Aug 2016 - Jun 2017

Student Assistant - President'S Office

Eckerd College

St. Petersburg, FL

  • Assisted with preparation of triannual Board of Trustee meetings.
  • Maintained and analyzed President’s expense account, prepared invoices for Accounts Payable.
  • Edited numerous emails, documents, presentations, and letters published by the office.
  • Assisted with organization and preparation of various college events and conferences.
  • Organized and maintained Flood Insurance account information for each campus building.
Sep 2013 - May 2016

Accounting Assistant

Trinity College - Hartford

Hartford, Connecticut Area

  • Developed lead schedules for preparation of various college tax returns.
  • Completed reconciliations of college balance sheet and other general ledger accounts.
  • Updated fixed asset and capital project additions and disposals.
  • Analyzed student accounts detail for preparation of Form 1098-T and Form 1042-S.
  • Processed staff and student payrolls and reviewed payroll register for accuracy.
Jun 2011 - Aug 2013
Team & coworkers

Colleagues at Investment Research & Advisory Group, Inc.

Other employees you can reach at iragroup.com. View company contacts for 23 employees →

HW Hailey Wagner Hailey Wagner Colleague at Investment Research & Advisory Group, Inc.Atlanta, Georgia, United States, United States View → JJ Judy Jolley Judy Jolley Colleague at Investment Research & Advisory Group, Inc.Atlanta, Georgia, United States, United States View → SA Shahbaz Ahmad Shahbaz Ahmad Colleague at Investment Research & Advisory Group, Inc.Thane, Maharashtra, India, India View → BR Brandon Rivera Brandon Rivera Colleague at Investment Research & Advisory Group, Inc.Atlanta, Georgia, United States, United States View → CS Carter Stanley, Crpc® Carter Stanley, Crpc® Colleague at Investment Research & Advisory Group, Inc.Atlanta, Georgia, United States, United States View → DM Deepika Mahajan Deepika Mahajan Colleague at Investment Research & Advisory Group, Inc.Indore, Madhya Pradesh, India, India View → AM Alex Morettini, Crpc® Alex Morettini, Crpc® Colleague at Investment Research & Advisory Group, Inc.Atlanta, Georgia, United States, United States View → VP Vijay Parmar Vijay Parmar Colleague at Investment Research & Advisory Group, Inc.Bharuch, Gujarat, India, India View → SW Sandra Wynne Sandra Wynne Colleague at Investment Research & Advisory Group, Inc.Atlanta, Georgia, United States, United States View → DP Denise Prince Denise Prince Colleague at Investment Research & Advisory Group, Inc.Raleigh, North Carolina, United States, United States View →
2 education records

Lauren Monce education

Bachelor Of Arts (B.A.), International Business

Eckerd College

Activities and Societies: Eckerd College Women's Soccer - 2012 to 2015

FAQ

Frequently asked questions about Lauren Monce

Quick answers generated from the profile data available on this page.

What company does Lauren Monce work for?

Lauren Monce works for Investment Research & Advisory Group, Inc..

What is Lauren Monce's role at Investment Research & Advisory Group, Inc.?

Lauren Monce is listed as Director, Private Client Services and Compliance at Investment Research & Advisory Group, Inc..

What is Lauren Monce's email address?

AeroLeads has found 1 work email signal at @iragroup.com for Lauren Monce at Investment Research & Advisory Group, Inc..

Where is Lauren Monce based?

Lauren Monce is based in Atlanta, Georgia, United States while working with Investment Research & Advisory Group, Inc..

What companies has Lauren Monce worked for?

Lauren Monce has worked for Investment Research & Advisory Group, Inc., Carter, Terry & Co., Inc., Franklin Templeton Investments, Eckerd College, and Trinity College - Hartford.

Who are Lauren Monce's colleagues at Investment Research & Advisory Group, Inc.?

Lauren Monce's colleagues at Investment Research & Advisory Group, Inc. include Hailey Wagner, Judy Jolley, Shahbaz Ahmad, Brandon Rivera, and Carter Stanley, Crpc®.

How can I contact Lauren Monce?

You can use AeroLeads to view verified contact signals for Lauren Monce at Investment Research & Advisory Group, Inc., including work email, phone, and LinkedIn data when available.

What schools did Lauren Monce attend?

Lauren Monce holds Master'S Of Science, Finance from Georgia State University.

What skills is Lauren Monce known for?

Lauren Monce is listed with skills including Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Research, and Time Management.

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