Lauren Fields

Lauren Fields Email and Phone Number

Client Service Associate @ Edelman Financial Engines
Denver, CO, US
Lauren Fields's Location
Tempe, Arizona, United States, United States
About Lauren Fields

I am a proud alumni of Arizona State University where I pursued a BS in Sociology. During my college career, I completed internships in social work services to help individuals and families in the community. Post graduation, I was blessed (and pleasantly surprised) to find an opportunity where I can expand my skills and dive into the world of finance. I am currently employed at Western Skies Advisory as a Client Support Specialist, learning the ropes of investments and client management. I am eager to continue learning. Let's connect!

Lauren Fields's Current Company Details
Edelman Financial Engines

Edelman Financial Engines

View
Client Service Associate
Denver, CO, US
Employees:
1492
Lauren Fields Work Experience Details
  • Edelman Financial Engines
    Client Service Associate
    Edelman Financial Engines
    Denver, Co, Us
  • White Tank Mountains Conservancy
    Executive Assistant
    White Tank Mountains Conservancy Jul 2024 - Present
    Provide daily administrative support to the Executive Director by tracking donations, createmarketing materials, schedule meetings, prepare documents, and acting as a point of contact. Assist in planning annual events, oversee logistics, and seek sponsorships. Maintaining budgets and allocation of grant funds. Social media account management.
  • Western Skies Advisory
    Client Support Specialist & Assistant
    Western Skies Advisory Jun 2023 - Present
    Provide support for registered investment representatives. Perform data entry and administrative tasks for client’s goal modification, money movement requests, and providing appropriate documentation. Meet requirements of broker-dealer and FINRA. Maintain CRM, build client relationships and provide customer service. Generate and interpret client reports. Prepare and participate in the firm’s annual audits
  • Native American Fatherhood & Families Association
    Executive Assistant
    Native American Fatherhood & Families Association Aug 2022 - Aug 2023
  • Healthplanone
    Sales Leadership Development Program
    Healthplanone Jun 2022 - Aug 2022
    Trumbull, Ct, Us
    A professional development program to become a Licensed Health Agent working alongside HPO's top agents to help customers navigate important decisions regarding their healthcare. Gaining experience in customer service, sales, and marketing while moving through phases of the program including Sales Operations, Human Resources, Talent Acquisiton, and Training & Development.
  • Arizona Grand Resort & Spa
    Bartender
    Arizona Grand Resort & Spa Feb 2020 - Apr 2022
    Phoenix, Arizona, Us
    Greet and assist incoming guests by creating a welcoming environment, stock and sell merchandise throughout each shift, checking inventory regularly, provide excellent customer service by ensuring guest satisfaction and answering inquiries.
  • Native American Fatherhood & Families Association
    Intern
    Native American Fatherhood & Families Association Aug 2021 - Nov 2021
    An internship experience with a family-owned organization dedicated to strengthening families by involving fathers and mothers in the lives of their children. Assisted in planning the annual conference through staff meetings and collaboration, creating flyers and accessible agendas for the participants. Communicated with similar organizations via email and fax to obtain sponsorship and confirm conference attendance. Facilitated classes to educate parents about the importance of fatherhood and motherhood involvement in families, and attended workshops focusing on Criminal Justice, Education and Prevention, and Health and Human services. Workshops allowed further discussion of strategies to help strengthen families and support our communities.
  • Copa Health
    Behavioral Health Paraprofessional Trainee
    Copa Health Aug 2021 - Oct 2021
    Mesa, Az, Us
    Training position to gain hands on experience in the Behavioral Health field while assisting Behavioral Health Technicians in procedures, therapeutic techniques, and mentoring of individuals with disabilities. Providing positive and supportive in-home services to enhance individuals with disabilities live an everyday lifestyle. Assists BHT in teaching activities of daily living, communication skills and coping skills. Ensuring the daily completion of goals identified in each individuals’ Treatment Plan.
  • Southwest Human Development
    Family Support Specialist Intern
    Southwest Human Development Jan 2021 - Apr 2021
    Phoenix, Az, Us
    Supervised visitation support services for children and their families in Maricopa County to create a positive future for children. Experience in organizing Telehealth visits, created professional case management notes to track progress of clients, engaged with clients to teach coping skills, improved communication skills through staff and client meetings to discuss the best plan for the client.
  • Mission Community Church
    Ministry Intern
    Mission Community Church Jun 2020 - Aug 2020
    Gilbert, Az, Us
    A developmental opportunity for gaining experience with Excel, developing solutions for social distancing, and implementing new strategies to engage students.

Lauren Fields Education Details

  • Arizona State University
    Arizona State University
    Sociology

Frequently Asked Questions about Lauren Fields

What company does Lauren Fields work for?

Lauren Fields works for Edelman Financial Engines

What is Lauren Fields's role at the current company?

Lauren Fields's current role is Client Service Associate.

What schools did Lauren Fields attend?

Lauren Fields attended Arizona State University.

Who are Lauren Fields's colleagues?

Lauren Fields's colleagues are Grant Thompson, Fpqp®, Crpc™, Humberto Yee-Flores, Bradley Hopkins, Mba, Mare Campbell-York, Kevin Brown, Cfp®, Ricp®, Neftali Hernandez, Bhavani Yanamadala.

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