SUMMARY

SKILLS

EDUCATION

EXPERIENCE

LAUREN R.

VAZZA

ad0bdr@r.postjobfree.com

720-***-****

Denver, CO 80202

I am a motivated and hardworking individual with business acumen and a willingness to take on challenging roles. I have superior skills working in both team-based and independent capacities. I have experience managing and coordinating multiple projects and activities, self-directing, and making use of resources to meet deadlines with minimal supervision. I am a strong analytical thinker and problem solver; a diligent, detail-oriented and reliable worker, enthusiastic about supporting success and upholding integrity in any environment I am in.

• Problem solving

• Written & Verbal Communication

• Project management

• Multitasking

• Public Speaking

• Creative

• Time management

• Detail-Oriented

• Python

• Juniper Square

• Microsoft Suite

• Google Suite

• Excel

• Powerpoint

• Adobe

• Google Analytics

• Salesforce

University of Colorado Boulder - Boulder, CO

Bachelor of Arts

Economics, 05/2021

CLIENT OPERATIONS SPECIALIST 05/2023 to 09/2023

Empower - Denver

• Facilitation and oversight of the establishment and transfer of new client accounts. Worked with the Investment Committee and financial advisors to ensure client portfolios were appropriately implemented.

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• Liaise with our broker-dealer custodian on all client operational matters.

• Liaised with our portfolio management provider on all client operational matters. Identified operational and performance issues and worked with financial advisors to resolve concerns.

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Handled over ten client transfers daily and processed transactions, deposits and withdrawals.

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Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

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Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

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FINANCIAL SALES REPRESENTATIVE 03/2022 to 08/2023 Empower - Denver, CO

Interacted with users of Empower's innovative nancial dashboard to generate interest in wealth management services.

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• Discussed client financial options to keep customers informed regarding transactions.

• Made outbound and inbound phone calls prospecting and generating sales.

• Generated interest in Empower's services with high net worth individuals. Evaluated company department goals and objectives with reference to sales revenue and profit targets.

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INTERN 05/2020 to 05/2021

Vazza Real Estate Group - Boston

• Helped oversee a portfolio of major commercial and residential properties. Responsible for managing the day-to-day administrative tasks such as updating project status documents, preparing subscription agreements, distributing meeting invites, actively taking notes during phone calls, and organizing relevant information in Juniper Square platform for team use.

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Created content for social media platforms to engage and connect with target audiences.

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Developed and monitored social media content to create engagement and followers.

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• Organized client meetings to provide project updates.

• Responded to investors' questions and provided solutions.

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