Lauren Richman

Lauren Richman Email and Phone Number

Fee-Only Fiduciary Pointing the Way to Financial Freedom @ Pointer Financial Advisors
Lauren Richman's Location
Washington DC-Baltimore Area, United States, United States
Lauren Richman's Contact Details

Lauren Richman work email

Lauren Richman personal email

n/a
About Lauren Richman

Dynamic sales, marketing, and business development professional with a diverse and proven background in serving internal and external customers. Experience ranging throughout all business operations, managing multiple roles within professional services, consulting, and staffing firms to include: project management, business development, talent acquisition, marketing, employee care, contracts, proposals, website governance, event planning, social media management, human resources, compliance, operations, and finance. Thrives on the customer experience of both internal and external customers while motivated to help the organization achieve financial and cultural success through accountability management, coaching, and collaboration.

Lauren Richman's Current Company Details
Pointer Financial Advisors

Pointer Financial Advisors

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Fee-Only Fiduciary Pointing the Way to Financial Freedom
Lauren Richman Work Experience Details
  • Pointer Financial Advisors
    Director Of Client Services
    Pointer Financial Advisors Jul 2023 - Present
    Columbia, Maryland, Us
    Pointer Financial Advisors (PFA) is a fee-only fiduciary firm offering financial planning and investment management. Principal and Founder, Tim Mudd, opened PFA in 2023 with the goal of providing exceptional customer service and the responsiveness our clients have come to know and trust.As a fee-only fiduciary firm, we are held to a higher standard and are to act with undivided loyalty to our clients. This means we forgo any and all commissions and referral fees and always act in the best interest of our clients. This is the fee-only fiduciary difference.lrichman@pointeradvisors.com | 301-804-0250 | www.pointeradvisors.com
  • Chesapeake Financial Advisors
    Director Of Client Engagement
    Chesapeake Financial Advisors Jul 2019 - Jun 2023
  • Taylor & Company
    Director Of Client Engagement
    Taylor & Company Jul 2019 - Jun 2023
  • Altek Information Technology, Inc.
    Proposal Writer (Contract)
    Altek Information Technology, Inc. Mar 2019 - Jul 2019
    Frederick, Maryland, Us
  • Accountability Experts, Inc.
    Business Development
    Accountability Experts, Inc. Mar 2018 - Mar 2019
    Baltimore, Maryland, Us
  • Altek Information Technology, Inc.
    National Account Manager
    Altek Information Technology, Inc. Jun 2016 - Apr 2018
    Frederick, Maryland, Us
  • Altek Information Technology, Inc.
    Marketing, Proposal, And Events Manager
    Altek Information Technology, Inc. May 2013 - Jun 2016
    Frederick, Maryland, Us
  • Esschert Design Usa
    Assistant Office Manager, Logistics Coordinator For Key Accounts
    Esschert Design Usa Jun 2012 - May 2013
    Thurmont, Md, Us

Lauren Richman Skills

Customer Service Business Development Leadership Marketing Project Management Social Media Microsoft Excel Social Networking Social Media Marketing Sales Analysis Consulting Event Planning Marketing Strategy

Lauren Richman Education Details

  • University Of Maryland
    University Of Maryland
    Communication

Frequently Asked Questions about Lauren Richman

What company does Lauren Richman work for?

Lauren Richman works for Pointer Financial Advisors

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

Lauren Richman's current role is Fee-Only Fiduciary Pointing the Way to Financial Freedom.

What is Lauren Richman's email address?

Lauren Richman's email address is la****@****ors.com

What schools did Lauren Richman attend?

Lauren Richman attended University Of Maryland.

What skills is Lauren Richman known for?

Lauren Richman has skills like Customer Service, Business Development, Leadership, Marketing, Project Management, Social Media, Microsoft Excel, Social Networking, Social Media Marketing, Sales, Analysis, Consulting.

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