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@peakeadvisors.com
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Lauren Richman is listed as Fee-Only Fiduciary Pointing the Way to Financial Freedom at Pointer Financial Advisors, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at peakeadvisors.com and a matched LinkedIn profile for Lauren Richman.
Lauren Richman previously worked as Director of Client Services at Pointer Financial Advisors and Director of Client Engagement at Chesapeake Financial Advisors. Lauren Richman holds Bachelor Of Arts (B.A.), Communication from University Of Maryland.
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AeroLeads found 1 current-domain work email signal for Lauren Richman. Compare company email patterns before reaching out.
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.
Listed skills include Customer Service, Business Development, Leadership, Marketing, and 10 others.
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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.
Thurmont, MD, US
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Lauren Richman works for Pointer Financial Advisors.
Lauren Richman is listed as Fee-Only Fiduciary Pointing the Way to Financial Freedom at Pointer Financial Advisors.
AeroLeads has found 1 work email signal at @peakeadvisors.com for Lauren Richman at Pointer Financial Advisors.
Lauren Richman is based in Washington DC-Baltimore Area, United States, United States while working with Pointer Financial Advisors.
Lauren Richman has worked for Pointer Financial Advisors, Chesapeake Financial Advisors, Taylor & Company, Altek Information Technology, Inc., and Accountability Experts, Inc..
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Lauren Richman holds Bachelor Of Arts (B.A.), Communication from University Of Maryland.
Lauren Richman is listed with skills including Customer Service, Business Development, Leadership, Marketing, Project Management, Social Media, Microsoft Excel, and Social Networking.
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