Lauren Moskowitz Email & Phone Number

Atlanta, Ga, Us

Atlanta, Georgia, United States

Involvement: Series 7 Subject Matter Expert (SME), Co-Lead for Community TeamWorks (CTW), Participant in the Goldman Sachs Gives Analyst Impact Fund• Help service C-suite executives and high net-worth individuals by providing personal comprehensive financial planning and creating tailored client reports across the seven pillars• Train across seven financial disciplines to provide tailored guidance: -Cash-Flow Strategy -Investing -Retirement Planning -Benefits & Compensation -Tax Planning & Preparation -Estate Planning -Insurance

Milledgeville, Georgia, United States

• Certified by the CRLA’s international Tutor Training program• Tutor students through difficult topics in a range of classes including Finance 1, International Finance, Microeconomics, Macroeconomics, International Trade, and Econometrics

Milledgeville, Georgia, United States

• Coach the supplemental instruction (SI) leaders through the responsibilities of being a leader, which is responsible for assisting their students through the difficult course content• Communicate between professors, students, and upper management to create a seamless flow of work amongst everyone involved in the Learning Center

Milledgeville, Georgia, United States

• Facilitate the introductory education of Excel basics to students at Georgia College & State University• Collaborate with professors primarily within the STEM and business school to find which key factors in Excel need to be taught

Milledgeville, Georgia, United States

• Responsible for the organization and management of the chapter's national, checking, savings, and other accounts in BillHighway holding over $300,000 in total monetary assets• Derive monthly financial reports that are delivered directly to national headquarters for the development of financial statements such as; balance sheets and income statements• Oversee more than 150 members financial responsibilities to ensure each individuals payments are received in a timely manner

Atlanta, Georgia, United States

• Worked with high net-worth individuals within the corporate suite to create comprehensive wealth management plans that encompass their investments, taxes, estate planning, endowments and foundations, and general financial planning.

Milledgeville, Georgia, United States

A global competition composed of teams ranging from 3 to 5 undergraduate to graduate level students that analyze a publicly traded company and compose a detailed research report on the company with the final analysis on if the holding should be sold, bought, or held.• Thorough training in financial analysis and professional ethic behavior through intensive mentorship from an experienced investment professional with a focus on equity research• Participation in national competitions through the presentation of the specific company's research• Trained in using the financial database: Refinitiv

Marietta, Georgia, United States

• Served as floor lead and tasked with supervising other members of the front-of-house team during a shift including delegation of duties and evaluation of performance• Collaborated with the front-of-house staff in response to satisfying customer’s needs using empathetic problem-solving approaches to ensure the most satisfied customer experience for the guests• Conveyed effective communication skills when servicing the customers in making sure their experience and meal is accurate and exceeding expectations