Georgia Monson

Vice President, Practice Management at Lenox Advisors

Georgia Monson has over 30 years of work experience in various roles related to finance and practice management. Georgia started their career at Prudential Financial, where they served as a Management Compensation Staff Administrator and later as a Senior Marketing Support Assistant. Georgia then moved on to Lincoln Financial Advisors, where they worked as the Regional Director of Professional Development and played a significant role in the company's acquisition of Cigna Financial Advisors. Georgia also spent several years at Northwestern Mutual, serving as an Associate Wealth Management Advisor and a Training and Licensing Coordinator. Georgia founded Eastern Horizons Coaching LLC, where they served as the Founder & CEO for ten years. Georgia has also held positions as a Financial Manager at Calvin T Meineke MD and a Practice Administrator at Illinois Bone & Joint Institute. Currently, Georgia is working as the Vice President of Practice Management at Lenox Advisors, a wealth management and insurance advisory firm. Throughout their career, Georgia has consistently demonstrated strong leadership, strategic planning, and process improvement skills.

Georgia Monson's education history begins in 1994 when they enrolled at Elmhurst University. Georgia completed their Bachelor of Science degree in Business Management in 1999. In 2008, they attended IPEC, although no specific degree or field of study is mentioned for this period.

In terms of certifications, Georgia obtained the Energy Leadership™ Index Master Practitioner (ELI-MP) certification from iPEC Coaching in January 2010. Additionally, they have completed various online courses on LinkedIn. These include "OneNote Essential Training" in May 2023, "Measuring Learning Effectiveness" in May 2021, "How to Design and Deliver Training Programs" in April 2021, "Sales Enablement" in March 2021, and "Becoming Indistractable" in April 2020.

Links

Previous companies

Illinois Bone & Joint Institute logo
Prudential Financial logo
Northwestern Mutual logo

Timeline

  • Vice President, Practice Management

    April, 2014 - present

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