Lauren Procknow
Denver,US
Summary
Detail-oriented and versatile professional with experience in landscaping, financial services, and retail. Skilled in client communication, project coordination, and providing excellent customer service.
Overview
6
6
years of professional experience
Work History
Seasonal Landscape Laborer
Glacier Landscape
Verona, US
05.2019 - Current
- Designed and planted custom flower beds for residential and commercial properties, while assisting in coordinating and assembling perennial orders to ensure timely delivery and accurate selection for seasonal landscaping projects.
- Performed year-round property maintenance, including weeding, pruning, and snow removal, to keep landscapes healthy and well-presented in all seasons.
- Continued to expand knowledge of plant care, seasonal landscaping techniques, and maintenance practices to enhance service quality and efficiency.
- Communicated directly with clients to understand their landscaping needs, provide updates, and ensure satisfaction with design and maintenance services.
Senior Associate, Client Service
Wealthspire Advisors
Denver, CO
10.2024 - 05.2025
- Assumed a new role with expanded responsibilities, performing all previous duties from Advisor Associate along with additional tasks focused on project coordination and cross-team collaboration.
- Obtained Public Notary commission; skilled in executing official notarizations and document verification.
Advisor Associate
Wealthspire Advisors
Denver, CO
06.2024 - 10.2024
- Maintained up-to-date knowledge on market trends and regulations, policy changes ensuring accurate advice was provided to clients.
- Generated and analyzed a variety of reports to support client reviews, portfolio monitoring, and financial planning activities.
- Prepared detailed client reviews, incorporating market update, portfolio allocations, financial planning insights and personalized recommendations to facilitate informed and productive meetings.
- Utilized CRM software to track client interaction and managed workflow.
- Processed client money movements efficiently to ensure timely access to funds and enhance overall client satisfaction.
Cashier Team Member
Whole Foods
Boulder, Colorado
09.2022 - 03.2023
- Excellent interpersonal skills, providing a positive and friendly experience for customers.
- Proficient in POS software and hardware, accurately and efficiently processing transactions.
- Performed opening and closing duties as assigned, supporting smooth store operations.
- Collaborated with coworkers to support store operations and foster a positive, team-oriented work environment.
Education
Bachelor of Science - Finance
University of Colorado-Boulder
05.2024
Timeline
Senior Associate, Client Service
Wealthspire Advisors
10.2024 - 05.2025
Advisor Associate
Wealthspire Advisors
06.2024 - 10.2024
Cashier Team Member
Whole Foods
09.2022 - 03.2023
Seasonal Landscape Laborer
Glacier Landscape
05.2019 - Current
Bachelor of Science - Finance
University of Colorado-Boulder