Lauren-Paul Kozlenko
VP, Financial Wellness Specialist @ Merrill Lynch | Licensed Financial Advisor Series 7 & 66
- Role
- VP, Financial Wellness Specialist at Merrill Lynch
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Lauren-Paul Kozlenko
At Merrill Lynch, the commitment to enhancing financial wellness takes center stage in my…
Experience
VP, Financial Wellness Specialist
Aug 2022 — Present · San Francisco, CA, US
Led both in person and remote (Webex) financial wellness seminars and provided tactical consulting to promote financial empowerment.• Collaborated with corporations, staff, and partners to drive impactful initiatives.• Crafted and executed creative strategies to resonate with employees and senior leadership.• Leveraged a rich background in banking and finance to deliver successful outcomes.
Education
University of Arizona
BFA, Fine Arts Studies: Creative Advertising
1998 — 2002
Skills
- Retail Banking
- Finance
- Consumer Lending
- Strategic Planning
- Small Business Lending
- Sales
- Leadership
- Retail
- Relationship Management
- Banking
- Risk Management
- Credit
- Marketing Strategy
- Financial Analysis
- Customer Service
- Mortgage Lending
- Loans
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