Samuel G. Lawson Iii, Cfp® Email & Phone Number
@parallon.com
LinkedIn matched
Who is Samuel G. Lawson Iii, Cfp®? Overview
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Samuel G. Lawson Iii, Cfp® is listed as Senior Analyst - Payment Compliance at Parallon, a company with 6668 employees, based in Greater Richmond Region, United States, United States. AeroLeads shows a work email signal at parallon.com and a matched LinkedIn profile for Samuel G. Lawson Iii, Cfp®.
Samuel G. Lawson Iii, Cfp® previously worked as SAP HR Analyst at Altria and Finance / Insurance Advisor Support at James River Wealth Advisors. Samuel G. Lawson Iii, Cfp® holds Bachelor Of Arts (Ba), Economics & Business Management from Virginia Military Institute.
Email format at Parallon
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AeroLeads found 2 current-domain work email signals for Samuel G. Lawson Iii, Cfp®. Compare company email patterns before reaching out.
About Samuel G. Lawson Iii, Cfp®
I'm a Certified Financial Specialist with over 8 years experience in the financial and insurance industry. My background consists of financial analysis, case management, life and health insurance, and back office administration.Until recently, I managed the insurance department while providing research and analysis for Financial Advisors within the firm. I also provided case management for individual and family plans for financial and insurance reviews. Colleagues know me as a team player with the ability to work effectively on my own. I enjoy building strong working relationships with individuals and businesses and pride myself knowing that they can always rely on me to resolve their issues in a timely manner.I have a CERTIFIED FINANCIAL PLANNER™ designation with a BA from Virginia Military Institute.
Listed skills include Financial Advisory, Licensed Life Insurance, Certified Financial, Sap, and 27 others.
Samuel G. Lawson Iii, Cfp®'s current company
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Samuel G. Lawson Iii, Cfp® work experience
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Sap Hr Analyst
A short term contract position to run SAP HR periodical and ad hoc reports for all organizations. Coordinate reports to maintain specific company deadlines. Preform software testing for SAP updates. Create high level reports using pivot tables. Participate in special projects requested by management.
Finance / Insurance Advisor Support
Provide insurance support to new and existing clients. Maintain a professional working relationship with all company staff. Explain contracts and policies to potential new clients. Participate in creating new and updating existing insurance plans for individuals and businesses by reviewing and analyzing financial statements, CPA reports, and Trust.
Account Administrator
Provide direct operational support for Financial Advisors. Create Client Agreements and Investment Policy Statements for new and existing accounts. Handle performance reports and fee billing on a quarterly basis. Meet with clients to describe roles and duties of the relationship. Gather and review all personal and financial data to establish new accounts..
Product Specialist
Primary operational contact supporting Financial Advisors. Troubleshoot and resolve issues concerning Fee Based products. Make recommendations on exception requests, workflow, systems, and processes. Participate in special projects as needed. Train new hires on Wachovia’s products and services.
Colleagues at Parallon
Other employees you can reach at parallon.com. View company contacts for 6668 employees →
Patricia Lynn Smith
Colleague at Parallon
Alvarado, Texas, United States, United States
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Ebony Saunders
Colleague at Parallon
Lithonia, Georgia, United States, United States
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TM
Traquisha Massey
Colleague at Parallon
Charlotte, North Carolina, United States, United States
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SA
Susan Allen
Colleague at Parallon
Midlothian, Texas, United States, United States
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MO
Mckenzie Orr
Colleague at Parallon
Pocatello, Idaho, United States, United States
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Gayla Brown
Colleague at Parallon
Richmond, Virginia, United States, United States
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DB
David Berena
Colleague at Parallon
Nashville, Tennessee, United States, United States
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NW
Nicole Williams
Colleague at Parallon
Palm Bay, Florida, United States, United States
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CD
Chrisshanna Davis
Colleague at Parallon
Orange Park, Florida, United States, United States
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BH
Beverly Hall
Colleague at Parallon
Richmond, Virginia, United States, United States
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Samuel G. Lawson Iii, Cfp® education
Frequently asked questions about Samuel G. Lawson Iii, Cfp®
Quick answers generated from the profile data available on this page.
What company does Samuel G. Lawson Iii, Cfp® work for?
Samuel G. Lawson Iii, Cfp® works for Parallon.
What is Samuel G. Lawson Iii, Cfp®'s role at Parallon?
Samuel G. Lawson Iii, Cfp® is listed as Senior Analyst - Payment Compliance at Parallon.
What is Samuel G. Lawson Iii, Cfp®'s email address?
AeroLeads has found 2 work email signals at @parallon.com for Samuel G. Lawson Iii, Cfp® at Parallon.
Where is Samuel G. Lawson Iii, Cfp® based?
Samuel G. Lawson Iii, Cfp® is based in Greater Richmond Region, United States, United States while working with Parallon.
What companies has Samuel G. Lawson Iii, Cfp® worked for?
Samuel G. Lawson Iii, Cfp® has worked for Parallon, Altria, James River Wealth Advisors, Capital Advisory Group, and Wachovia Securities.
Who are Samuel G. Lawson Iii, Cfp®'s colleagues at Parallon?
Samuel G. Lawson Iii, Cfp®'s colleagues at Parallon include Patricia Lynn Smith, Ebony Saunders, Traquisha Massey, Susan Allen, and Mckenzie Orr.
How can I contact Samuel G. Lawson Iii, Cfp®?
You can use AeroLeads to view verified contact signals for Samuel G. Lawson Iii, Cfp® at Parallon, including work email, phone, and LinkedIn data when available.
What schools did Samuel G. Lawson Iii, Cfp® attend?
Samuel G. Lawson Iii, Cfp® holds Bachelor Of Arts (Ba), Economics & Business Management from Virginia Military Institute.
What skills is Samuel G. Lawson Iii, Cfp® known for?
Samuel G. Lawson Iii, Cfp® is listed with skills including Financial Advisory, Licensed Life Insurance, Certified Financial, Sap, Client Counseling, Client Relations, Fixed Annuities, and Indexed Annuities.
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