1. Lynda “Lori” Irwin, MBA, CFP
®
9 Hanbury Avenue
Portsmouth, VA 23702
loriirwin@yahoo.com
(757) 409-6809
EDUCATION AND CREDENTIALSEDUCATION AND CREDENTIALS
Charleston Southern University • 1994 • MBA with an emphasis in Finance
College of Charleston • 1991 • Bachelor of Science: Business Administration
CERTIFIED FINANCIAL PLANNER ™ 2005 - CURRENT
EXPERIENCEEXPERIENCE
Arvon Personnel Assigned to Virginia Beach Department of Human Services - 2011- CURRENT
Financial Empowerment Coordinator – Responsibilities include implementation of the Mayor’s Action Challenge for 500 Families
Financially Fit for the Future designed to provide financial planning and education to the citizens of Virginia Beach. Program is a
coordinated program between the City, non-profit, government and financial partners. Responsibilities include program
administration, training, volunteer management, seeking grant funding, coordinating partners and tracking and reporting program
milestones and successes. This program gained national recognition for providing innovative solutions to economic challenges.
Signature Financial Management – United Way South Hampton Roads 2009-2011
Director Financial Stability – Responsibilities include development of a regional coordinated program to increase financial stability
for South Hampton Roads. Responsibilities include program development, management, funding and coordination of over 50 partner
corporations and agencies and over 200 volunteers to provide personal finance adult training. Founded a state-wide consumer
awareness campaign to increase savings and reduce debt which involved working with state-wide partners to improve financial
condition of families across the Commonwealth.
Signature Financial Management 2005 - 2009
Financial Planner and Relationship Manager – Responsibilities include analysis and delivery of financial planning and investment
advice for clients. Developed client financial goals, identified potential risks and monitored financial planning progress. Experienced
in the use of Monte Carlo techniques to analyze expected success of financial planning scenarios. Responsible for ongoing audits of
firms operations to ensure excellent service to clients and continued compliance with regulatory requirements.
Signature Financial Management 1999 – 2005
Director of Operations and Human Resources – Managed operations and client service delivery. Developed and implemented
internal processes for continuous quality improvement and assurance of excellence in service delivery. Designed human resources
policies and procedures to ensure compliance with all federal and state requirements for financial management firms. Managed the
information technology needs of the firm by providing oversight of current systems and analysis of software and hardware
alternatives. Developed internal database for customer relationship management, data analysis and reporting.
Sentara Mental Health Management 1996 – 1999
Decision Support Analyst – Provided utilization reporting, analysis, report design and project analysis for mental health insurance.
Managed statistical reporting staff. Developed standard reporting package and developed databases for use in clinical operations
management.
Commonwealth Brokers 1995 – 1996
Systems Coordinator – Provided financial analysis of operations and development of processes used in delivery of services.
Supervised client service team and developed systems for use by the sales team for greater efficiency and profitability. Designed
customer service training to solidify and expand relationships with customers.
Management Systems Applications 1992 – 1994
Systems Analyst – Provided network support and analysis for special projects for Navy command. Required to maintain working
knowledge of all software programs used within the command. Provided data analysis in Base Realignment and Closure review.
Responsibilities required Secret Clearance and strong analytical and customer service skills.
OTHEROTHER
Financial Planning Association of Hampton Roads (Pro Bono Chair) 2003 –2006; 2009 – 2011; 2015-2016
Financial Planning Association National Pro Bono Advisory Board 2009-Current