Lauren Lajoe Chamberlain Email & Phone Number

Cleveland/Akron, Ohio Area

Cleveland, Ohio, United States

Ann Arbor, Michigan

- ŸSupported University of Michigan employees through education surrounding retirement plan options- Cohesively worked on a team of three to strategically expand our territory and best serve participantsŸ- Worked with participants individually to maximize savings opportunities, determine an appropriate investment mix and evaluate if they were on track to meet their retirement goals- ŸCoordinated and presented investment education and retirement planning events, seminars &… Show more - ŸSupported University of Michigan employees through education surrounding retirement plan options- Cohesively worked on a team of three to strategically expand our territory and best serve participantsŸ- Worked with participants individually to maximize savings opportunities, determine an appropriate investment mix and evaluate if they were on track to meet their retirement goals- ŸCoordinated and presented investment education and retirement planning events, seminars & workshopsŸ- Built strong relationships with University of Michigan Human Resource executives to gain their trust and support in a multi-vendor environment Show less

Westlake, Ohio

- Worked with all members of the community to assist with financial, investment and retirement planning needsŸ- Helped promote and host women’s investing events and seminars to empower female clients toward confident investing and financial independence

Fairlawn, Ohio

- Acted as sales support to uncover opportunities for Account Executives- Referred an average of $2.5 Million per month to Sales Representatives in the Investor Center - Recognized for effective client interactions resulting in strong leads- Succeeded in maintaining efficiency in a multifaceted position- Fulfilled dual roles during staffing shortage (January – April 2014)- Winner – “Be the Brand” February & May 2014 (Peer Nominated Recognition)- Nominee – Excellence in… Show more - Acted as sales support to uncover opportunities for Account Executives- Referred an average of $2.5 Million per month to Sales Representatives in the Investor Center - Recognized for effective client interactions resulting in strong leads- Succeeded in maintaining efficiency in a multifaceted position- Fulfilled dual roles during staffing shortage (January – April 2014)- Winner – “Be the Brand” February & May 2014 (Peer Nominated Recognition)- Nominee – Excellence in Action – Categories: Leadership, Execution & Teamwork – Q1, Q2 & Q3 2014 (Peer and Management Nominated Recognition) Show less

Cleveland, Ohio

- Maintained entry of coordination of benefits- Verified accuracy of inpatient to outpatient information to expedite correct billing- Assisted with electronic medical record conversion in Andrology Department - Attended analyst meetings and observed project updates and planning- Developed proficiency in Microsoft Office

Beachwood, Ohio

- Learned the process of developing an effective nonprofit organization including programs, infrastructure and finances- Listened to client vision and assisted in creating objectives and tactics to meet goals- Attended client strategic planning meetings and prepared meeting minutes- Created market research surveys, analyzed survey data and created findings reports- Assisted in grant writing training for clients

Master'S Degree, Bioethics/Medical Ethics

Research Assistant - Correctional Medicine Ethics/Jail Ethics

Bachelor Of Business Administration (B.B.A.), Finance | Economics

Activities and Societies: Financial Management Association Graduated Cum Laude Financial Management Association President (September 2011.