Lauren Simpson Helgeson
Portfolio Services @Martel Wealth Advisors, LLC
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WORK HISTORY
Portfolio Services @Martel Wealth Advisors, LLC
Portland, OR, US
Martel Wealth Advisors, Inc. specializes in multi-generational financial planning. We assist individuals, families, and business owners in accumulating, preserving, and distributing wealth.Our Services: Small Business Retirement Planning I Financial Planning I Fee Based Asset Management I Investing Environmentally
EDUCATION
Portland State University
Industrial / Organizational Psychology
Whitman College
BA
Rockwell Institute
Licensed Real Estate Broker
SKILLS
ABOUT LAUREN SIMPSON HELGESON
I\'m a compassionate and determined business professional with expertise in driving positive, thoughtful, and strategic initiatives from creation to completion. I thrive in a fast-paced, diverse environment, using my entrepreneurial spirit and keen emotional intelligence to grow revenue and build meaningful relationships across teams. I have a history of successfully tackling new challenges, which has led to rapid promotions within every organization.I work with products, programs, and services that I believe provide genuine customer value. This transparency and authenticity distinguishes me as a customer-advocate, marketer, and employee. I also love driving efficiencies within organizations, by creating solutions to move faster and more thoughtfully. My colleagues and employers will tell you I have a magical blend of passion for my work, drive to creatively overcome obstacles, reliability to grind to meet deadlines, and enthusiasm for exceeding goals. And, regardless of the challenge, I approach my work with a genuine smile and positive attitude.Specialties: product marketing | program marketing | program management | operations | brand management | copywriting | customer loyalty | analytical marketing | team-building | leadership | business development | email campaign management | direct mail campaign management | trainings | executive presentations | event planning | sales & customer service | creative thinker & strategic action-taker | financial plans | retirement projections | relationship management
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