Lexi Rager
Office manager at Pointer Creek Wealth Management | Lifelong learner with a passion for serving others | 8+ years of client relations and operational leadership
- Role
- Office Manager at Pointer Creek Wealth Management
- Location
- Youngstown, OH, US
- LinkedIn followers
- 500 followers
About Lexi Rager
In high school, my mother asked me the question all teenagers dread:\"What do you want to be when you grow up?\" I told her I wanted to be an extraordinary person. At the time, I thought that meant something like walking on the moon or curing cancer, but as I developed personally and professionally, I realized being an extraordinary person doesn\'t always mean changing the whole world. Instead, being extraordinary might just mean changing one person\'s world, even in a small way. Over the past eight years, I have loved working toward my goal of becoming extraordinary, first by touching students\' lives as a higher education professional and now through client relations at a small financial solutions firm. In all respects, my mission has remained unchanged: learn whatever you can to serve whomever you can. My diversified degrees in mathematics, psychology, professional communications, and data analytics have given me skills applicable to any field, no matter how I choose to help others. My specializations include relationship building, operational leadership, personalized marketing strategies, data analytics, and community engagement initiatives.
Experience
Office Manager
Pointer Creek Wealth Management
May 2023 — Present · Canfield, OH, US
Manage daily operations of the firm. Responsible for organizing and prioritizing operations. Monitor CRM, business management platforms, and submission portals. Oversight and enforcement of all compliance regulations related to FINRA, SEC, State Department of Insurance and Certified Financial Planner™ Board of Standard.
Education
Youngstown State University
Bachelor of Science in Mathematics, Bachelor of Arts in Psychology, Mathematics
2015 — 2019
Youngstown State University
Master of Arts, Professional Communication
2019 — 2020
Youngstown State University
Graduate Certificate, Data Analytics
2021 — 2022
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