Junior Rotational Associate
Current
Jan 2024 - Present
AeroLeads people directory · profile
Elizabeth Cullen Email & Phone Number
Junior Rotational Associate at Strategic Retirement Partners
at
Strategic Retirement Partners
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Junior Rotational Associate at Strategic Retirement Partners
Location
Shorewood, Illinois, United States
Company size
Who is Elizabeth Cullen? Overview
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Quick answer
Elizabeth Cullen is listed as Junior Rotational Associate at Strategic Retirement Partners at Strategic Retirement Partners, a with 77 employees, based in Shorewood, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Elizabeth Cullen.
Elizabeth Cullen previously worked as Junior Rotational Associate at Strategic Retirement Partners and Business Support Specialist at Strategic Retirement Partners. Elizabeth Cullen holds Certificate, Entrepreneurship And Innovation from Purdue University Daniels School Of Business.
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Email format at Strategic Retirement Partners
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Strategic Retirement Partners
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Profile bio
About Elizabeth Cullen
I started with Strategic Retirement Partners as an intern when I was going into my junior year of high school. I attended Purdue University where I received my bachelors degree in Finance and a certificate in entrepreneurship and innovation. Recently, I joined SRP full time as a Junior Rotational Associate, where I will be doing finance related work on the corporate side of the business for the first 6 months.Outside of working, I like to spend as much time as I can outside in nature and being active. I wouldn’t pass up a chance to go see an upcoming sports game or concert with my friends and family.Feel free to connect with me!Contact me at lizzyc@srpretire.com
Current workplace
Elizabeth Cullen's current company
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Strategic Retirement Partners
5 roles
Elizabeth Cullen work experience
A career timeline built from the work history available for this profile.
Business Support Specialist
- Working with the Great Lakes Sales team to help the sales and marketing pipeline - Organizing leads and scheduling follow up calls and emails to be made in CRM- Helping the RM’s finish filing their annual notices- Creating Newsletters for Partners to educate prospects and clients
May 2022 - Jan 2024
Executive Assistant
- Gained knowledge by sitting in on sales calls to train to be a junior advisor - Sorted through various emails and managed the inbox of the CFO/CEO- Scanned important documents and uploaded them into our system
May 2021 - Apr 2022
Business Management
- Reconciled portfolios and uploaded the bank statements that I later reviewed in compliance - Updated contact information in CRM and created a new marketing distribution list - Ran a background check on people’s political contributions and did a social media background check - Checked daily cash flows, portfolios and daily performance in compliance
Jun 2023 - Aug 2023
Information Technology Intern
- Compiled information in excel and CRM to organize data/information for coworkers - Picked up various projects and was able to make deadlines given by coworkers - Organized useful information to further develop the company website
Jun 2017 - May 2020
Team & coworkers
Colleagues at Strategic Retirement Partners
Other employees you can reach at srpretire.com. View company contacts for 77 employees →
SL
Stacy League
Colleague at Strategic Retirement PartnersAustin, Texas, United States
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TL
Todd Lohman
Colleague at Strategic Retirement PartnersUrbandale, Iowa, United States
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GR
Greg Row, Cpfa
Colleague at Strategic Retirement PartnersOregon, Ohio, United States
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JC
Jeffrey Cullen
Colleague at Strategic Retirement PartnersShorewood, Illinois, United States
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ZN
Zachary Nelson
Colleague at Strategic Retirement PartnersSandy, Utah, United States
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GG
Greg Gavran - Aif®, Cpfa®
Colleague at Strategic Retirement PartnersBrookfield, Wisconsin, United States
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CC
Cheryl Castillo
Colleague at Strategic Retirement PartnersMilwaukee, Wisconsin, United States
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JB
John Brosnan
Colleague at Strategic Retirement PartnersBarrington, Rhode Island, United States
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HH
Heather Heron, Qkc, Qka, Cpfa, Aif
Colleague at Strategic Retirement PartnersAustin, Texas, United States
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SS
Sara Strasser, Cpfa, Mba
Colleague at Strategic Retirement PartnersMarietta, Georgia, United States
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Stacy League
Colleague at Strategic Retirement PartnersAustin, Texas, United States
View →
TL
Todd Lohman
Colleague at Strategic Retirement PartnersUrbandale, Iowa, United States
View →
GR
Greg Row, Cpfa
Colleague at Strategic Retirement PartnersOregon, Ohio, United States
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JC
Jeffrey Cullen
Colleague at Strategic Retirement PartnersShorewood, Illinois, United States
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ZN
Zachary Nelson
Colleague at Strategic Retirement PartnersSandy, Utah, United States
View →
GG
Greg Gavran - Aif®, Cpfa®
Colleague at Strategic Retirement PartnersBrookfield, Wisconsin, United States
View →
CC
Cheryl Castillo
Colleague at Strategic Retirement PartnersMilwaukee, Wisconsin, United States
View →
JB
John Brosnan
Colleague at Strategic Retirement PartnersBarrington, Rhode Island, United States
View →
HH
Heather Heron, Qkc, Qka, Cpfa, Aif
Colleague at Strategic Retirement PartnersAustin, Texas, United States
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SS
Sara Strasser, Cpfa, Mba
Colleague at Strategic Retirement PartnersMarietta, Georgia, United States
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2 education records
Elizabeth Cullen education
Certificate, Entrepreneurship And Innovation
Bachelor'S Degree, Finance
FAQ
Frequently asked questions about Elizabeth Cullen
Quick answers generated from the profile data available on this page.
What company does Elizabeth Cullen work for?
Elizabeth Cullen works for Strategic Retirement Partners.
What is Elizabeth Cullen's role at Strategic Retirement Partners?
Elizabeth Cullen is listed as Junior Rotational Associate at Strategic Retirement Partners at Strategic Retirement Partners.
Where is Elizabeth Cullen based?
Elizabeth Cullen is based in Shorewood, Illinois, United States while working with Strategic Retirement Partners.
What companies has Elizabeth Cullen worked for?
Elizabeth Cullen has worked for Strategic Retirement Partners and Winslow Capital.
Who are Elizabeth Cullen's colleagues at Strategic Retirement Partners?
Elizabeth Cullen's colleagues at Strategic Retirement Partners include Stacy League, Todd Lohman, Greg Row, Cpfa, Jeffrey Cullen, and Zachary Nelson.
How can I contact Elizabeth Cullen?
You can use AeroLeads to view verified contact signals for Elizabeth Cullen at Strategic Retirement Partners, including work email, phone, and LinkedIn data when available.
What schools did Elizabeth Cullen attend?
Elizabeth Cullen holds Certificate, Entrepreneurship And Innovation from Purdue University Daniels School Of Business.
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