Lauren Fields Email and Phone Number
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!
Edelman Financial Engines
View- Website:
- edelmanfinancialengines.com
- Employees:
- 1492
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Client Service AssociateEdelman Financial EnginesDenver, Co, Us -
Executive AssistantWhite Tank Mountains Conservancy Jul 2024 - PresentProvide 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. -
Client Support Specialist & AssistantWestern Skies Advisory Jun 2023 - PresentProvide 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 -
Executive AssistantNative American Fatherhood & Families Association Aug 2022 - Aug 2023
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Sales Leadership Development ProgramHealthplanone Jun 2022 - Aug 2022Trumbull, Ct, UsA 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. -
BartenderArizona Grand Resort & Spa Feb 2020 - Apr 2022Phoenix, Arizona, UsGreet 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. -
InternNative American Fatherhood & Families Association Aug 2021 - Nov 2021An 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.
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Behavioral Health Paraprofessional TraineeCopa Health Aug 2021 - Oct 2021Mesa, Az, UsTraining 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. -
Family Support Specialist InternSouthwest Human Development Jan 2021 - Apr 2021Phoenix, Az, UsSupervised 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. -
Ministry InternMission Community Church Jun 2020 - Aug 2020Gilbert, Az, UsA developmental opportunity for gaining experience with Excel, developing solutions for social distancing, and implementing new strategies to engage students.
Lauren Fields Education Details
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Arizona State UniversitySociology
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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