Lauren Whitaker

• Efficiently transcibe all Advisor meeting dictations after meeting with clients or potential clients.
• Actively maintain a spreadsheet that hold all transactions done in house
• Promptly buy, sell, or trade funds per advisor instruction
• Send funds out to clients as requested by an advisor or client
• Created and maintained precise and accurate models, charts and reports.
• Generated comprehensive reports on portfolio performance and risk assessment.
• Evaluated performance of existing investments and adjusted accordingly per Advisor instruction.

Maintained a house and raised 3 children while my husband was active duty in the United states Air Force

• Maintained involvement in community affairs to foster and promote reliable company image and brand with confidence.
• Formulated and communicated innovative advertising plans to increase profits and streamline new product promotion.
• Sought new products, retailers, markets and partnerships through innovative and strategic planning.
• Wrote and designed visually appealing and audience-appropriate advertising content, focusing on both internal and external customers and generating leads across diverse market sectors.
• Drove initiatives, relying on market research and trends to draft plans with future innovations in mind.
• Updated social media platforms with latest news and corporate details.
• Monitored trends in social media, industry, and competitive landscape to create new material.
• Designed and implemented advertising and public relations activities.
• Monitored social media questions and comments and appropriately responded.

• Prepared meals and snacks for children based on dietary guidelines.
• Assisted with light housekeeping duties as well as running errands.
• Organized and cleaned home after activities by picking up toys and straightening up play room.
• Built positive and nurturing environments to support child social and emotional growth.
• Supported children in play activities, meals, and snacks, hygiene and socialization.
• Monitored schedules to maintain sleeping, eating, and school schedules for children.
• Bathed, dressed, and helped with teeth brushing as part of bedtime preparation.
• Established lasting, professional connections with families and children by encouraging open communication and delivering positive feedback.

• Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
• Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
• Assigned, explained and graded homework.