Accounts Administrator
Current
Mar 2013 - Present
AeroLeads people directory · profile
Lauren Whelan Email & Phone Number
Accounts Administrator
at
TGS Financial Advisors
1 work email found
@tgsfinancial.com
2 phones found area 610
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Accounts Administrator
Location
Philadelphia, Pennsylvania, United States
Company size
Who is Lauren Whelan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Lauren Whelan is listed as Accounts Administrator at TGS Financial Advisors, a with 17 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at tgsfinancial.com, phone signal with area code 610, and a matched LinkedIn profile for Lauren Whelan.
Lauren Whelan previously worked as Professional Organizer at Tgs Financial Advisors and Sales Associate at Me Photo & Design. Lauren Whelan holds Bachelor Of Science - Bs, Fashion/Apparel Design from Philadelphia University.
Company email context
Email format at TGS Financial Advisors
This section adds company-level context without repeating Lauren Whelan's masked contact details.
{first}.{last}@tgsfinancial.com
89% confidence
AeroLeads found 1 current-domain work email signal for Lauren Whelan. Compare company email patterns before reaching out.
Profile bio
About Lauren Whelan
Specialist in administration of brokerage accounts, donor advised funds, education savings plans, retirement accounts, and trusts for a RIA.Account Transfers | Charitable Giving | Client Onboarding | Document Retention | Electronic Funds Transfers | Qualified Charitable Distributions | Required Minimum Distributions | Rollovers | Tuition Payments | 529 Contributions
Listed skills include Adobe Acrobat, Adobe Creative Suite, Microsoft Office, Salesforce, and 7 others.
Current workplace
Lauren Whelan's current company
Company context helps verify the profile and gives searchers a useful next step.
Tgs Financial Advisors
6 roles
Lauren Whelan work experience
A career timeline built from the work history available for this profile.
Jul 2012 - Feb 2013
Sales Associate
Me Photo & Design
Customer service and visual merchandising.
Apr 2012 - Dec 2012
Costume Designer
Designed, sourced, and sewed 25-50 garments per show. Shows: Six Characters in Search of an Author, Pygmalion, and Urinetown.
Sep 2009 - Nov 2010
Manager
Kuta Metals & Textiles
Sales, visual display, merchandising, and buying.
Oct 2007 - Sep 2009
Cold Weather Accessories Intern
Product development, quality control of samples, and prepared merchandise for trade shows.
Jun 2007 - Aug 2007
Team & coworkers
Colleagues at TGS Financial Advisors
Other employees you can reach at tgsfinancial.com. View company contacts for 17 employees →
PM
Peter Mai
Colleague at Tgs Financial AdvisorsMoorestown, New Jersey, United States
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JM
Josephine Mwelwa
Colleague at Tgs Financial AdvisorsCity Of Johannesburg, Gauteng, South Africa
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DG
David Gadra
Colleague at Tgs Financial AdvisorsMalvern, Pennsylvania, United States
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EG
Eti Goldberg
Colleague at Tgs Financial AdvisorsIsrael
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SM
Sean Moore
Colleague at Tgs Financial AdvisorsBuford, Georgia, United States
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JH
Joan Hill
Colleague at Tgs Financial AdvisorsWest Chester, Pennsylvania, United States
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CK
Caroline Kiser
Colleague at Tgs Financial AdvisorsGreater Philadelphia, United States
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RH
Robert Hinojosa
Colleague at Tgs Financial AdvisorsVictoria, Texas, United States
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SM
Susan Mattero
Colleague at Tgs Financial AdvisorsFolsom, Pennsylvania, United States
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DB
David Burd, Cfp®
Colleague at Tgs Financial AdvisorsWayne, Pennsylvania, United States
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Peter Mai
Colleague at Tgs Financial AdvisorsMoorestown, New Jersey, United States
View →
JM
Josephine Mwelwa
Colleague at Tgs Financial AdvisorsCity Of Johannesburg, Gauteng, South Africa
View →
DG
David Gadra
Colleague at Tgs Financial AdvisorsMalvern, Pennsylvania, United States
View →
EG
Eti Goldberg
Colleague at Tgs Financial AdvisorsIsrael
View →
SM
Sean Moore
Colleague at Tgs Financial AdvisorsBuford, Georgia, United States
View →
JH
Joan Hill
Colleague at Tgs Financial AdvisorsWest Chester, Pennsylvania, United States
View →
CK
Caroline Kiser
Colleague at Tgs Financial AdvisorsGreater Philadelphia, United States
View →
RH
Robert Hinojosa
Colleague at Tgs Financial AdvisorsVictoria, Texas, United States
View →
SM
Susan Mattero
Colleague at Tgs Financial AdvisorsFolsom, Pennsylvania, United States
View →
DB
David Burd, Cfp®
Colleague at Tgs Financial AdvisorsWayne, Pennsylvania, United States
View →
2 education records
Lauren Whelan education
Bachelor Of Science - Bs, Fashion/Apparel Design
Education record
Penncrest High School
FAQ
Frequently asked questions about Lauren Whelan
Quick answers generated from the profile data available on this page.
What company does Lauren Whelan work for?
Lauren Whelan works for TGS Financial Advisors.
What is Lauren Whelan's role at TGS Financial Advisors?
Lauren Whelan is listed as Accounts Administrator at TGS Financial Advisors.
What is Lauren Whelan's email address?
AeroLeads has found 1 work email signal at @tgsfinancial.com for Lauren Whelan at TGS Financial Advisors.
What is Lauren Whelan's phone number?
AeroLeads has found 2 phone signal(s) with area code 610 for Lauren Whelan at TGS Financial Advisors.
Where is Lauren Whelan based?
Lauren Whelan is based in Philadelphia, Pennsylvania, United States while working with TGS Financial Advisors.
What companies has Lauren Whelan worked for?
Lauren Whelan has worked for Tgs Financial Advisors, Me Photo & Design, Neumann University, Kuta Metals & Textiles, and Echo Design Group.
Who are Lauren Whelan's colleagues at TGS Financial Advisors?
Lauren Whelan's colleagues at TGS Financial Advisors include Peter Mai, Josephine Mwelwa, David Gadra, Eti Goldberg, and Sean Moore.
How can I contact Lauren Whelan?
You can use AeroLeads to view verified contact signals for Lauren Whelan at TGS Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Lauren Whelan attend?
Lauren Whelan holds Bachelor Of Science - Bs, Fashion/Apparel Design from Philadelphia University.
What skills is Lauren Whelan known for?
Lauren Whelan is listed with skills including Adobe Acrobat, Adobe Creative Suite, Microsoft Office, Salesforce, Electronic Funds Transfer, Customer Service, Notary Public, and Office Administration.
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