Azulena (Lena) Godeck, CFP®

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Burlington, Vermont, United States

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Timeline
About me
Business Development Manager at Mercer
Education
- University of Vermont
  -
  Bachelor of Science (B.S.) Mathematics 3.9/4.0 Cumulative GPA
  Activities and Societies: Kappa Alpha Theta, UVM Salsa Team, UVM Ski & Snowboard Club Economics Minor
Experience
- State Street Global Advisors
  Jun 2016 - Jun 2018
  Responsible for internally covering and distributing SPDR ETFs to ETF Strategists, TAMPs, National RIAs and Robo Advisors located in the West region. Responsible for internally covering and distributing SPDR ETFs to financial advisors at national broker dealers located in Arkansas, Louisiana, Mississippi, New Mexico, Oklahoma and Texas.
  - Internal Sales Consultant, Emerging Institutional
    Jun 2017 - Jun 2018
  - Internal Sales Associate, National Broker Dealer
    Jun 2016 - May 2017
- BlackRock
  Jul 2018 - Mar 2021
  Model Portfolio Specialist, Independent Broker Dealer
  Wholesaler responsible for covering and distributing BlackRock Model Portfolios to independent broker dealers located in Arkansas, Louisiana, Mississippi, Kansas and Oklahoma.
- Vanguard
  Apr 2021 - Mar 2024
  Internal Sales Manager, Institutional
  Managed and coached a team of internal regional consultants covering institutional nonprofit organizations in the US. Led the Vanguard Sales Internship program (August 2022 - December 2023). Served as Chief of Staff for LEAP (Lifting and Empowering Asian Professionals) crew resource group (April 2022 - March 2024). Nominated for and completed McKinsey’s Asian Leadership Academy.
- Mercer
  Mar 2024 - now
  Business Development Manager, US Wealth
  Manages and coaches a team of Senior Business Development Specialists covering institutional organizations in the US.
Licenses & Certifications
- CAIA Fundamentals of Alternative Investments Certificate
  CAIA Association
  Mar 2022
  View certificate
- Series 63
  Financial Industry Regulatory Authority (FINRA)
  Aug 2016
  View certificate
- Problem Solving
  McKinsey & Company
  May 2023
  View certificate
- Management Accelerator part of Asian Leadership Academy
  McKinsey & Company
  Jul 2023
  View certificate
- Series 7
  Financial Industry Regulatory Authority (FINRA)
  Jul 2016
  View certificate
- ASPPA Retirement Plan Fundamentals Certificate
  American Society of Pension Professionals and Actuaries
  Apr 2022
- Business Strategy
  McKinsey & Company
  Jun 2023
  View certificate
- Series 24
  FINRA
  May 2021
  View certificate
- SIE - Securities Industry Essentials Examination
  FINRA
  Oct 2018
  View certificate
- Adaptability & Resilience
  McKinsey & Company
  Mar 2023
  View certificate
Honors & Awards
- Awarded to Azulena (Lena) Godeck, CFP®
  Magna Cum Laude in the UVM College of Engineering and Mathematical Sciences - May 2016 Ranked 4th overall in the UVM CEMS Class of 2016
- Awarded to Azulena (Lena) Godeck, CFP®
  UVM Mathematics Senior Award for Achievement of the Highest Level of Excellence in Mathematics - May 2016 #1 Math Major in CEMS at UVM for the Class of 2016
- Awarded to Azulena (Lena) Godeck, CFP®
  UVM ALANA Award for Highest GPA in the Senior Class in the College of Engineering and Mathematical Sciences - Apr 2016 #1 ALANA student in the UVM CEMS Class of 2016
- Awarded to Azulena (Lena) Godeck, CFP®
  UVM Greek Pillar Award - Apr 2016 Recognizes one of the most influential and scholastic members as a "pillar" of UVM Fraternity and Sorority Life
- Awarded to Azulena (Lena) Godeck, CFP®
  UVM Greek Scholar of the Year - Apr 2016 For outstanding scholarship as a member of UVM Fraternity and Sorority Life
- Awarded to Azulena (Lena) Godeck, CFP®
  Dean's List - 2016 Fall 2012, Spring 2013, Fall 2013, Spring 2014, Fall 2014, Spring 2015, Fall 2015, Spring 2016
- Awarded to Azulena (Lena) Godeck, CFP®
  Golden Key International Honour Society - 2016 2013, 2014, 2015, 2016
- Awarded to Azulena (Lena) Godeck, CFP®
  Hill Scholar - 2016 2013, 2014, 2015, 2016
- Awarded to Azulena (Lena) Godeck, CFP®
  National Society of Collegiate Scholars - 2016 2013, 2014, 2015, 2016
- Awarded to Azulena (Lena) Godeck, CFP®
  Order of Omega Honor Society - 2016 2015, 2016
- Awarded to Azulena (Lena) Godeck, CFP®
  Rho Lambda Honor Society - 2016 2014, 2015, 2016
- Awarded to Azulena (Lena) Godeck, CFP®
  UVM ALANA Award for Highest GPA in the Junior Class in the College of Engineering and Mathematical Sciences - Apr 2015
- Awarded to Azulena (Lena) Godeck, CFP®
  UVM ALANA Student Award for Highest Academic Achievement in the Honors College Junior Class - Apr 2015
- Awarded to Azulena (Lena) Godeck, CFP®
  UVM Mathematics Junior Award for Achievement of the Highest Level of Excellence in Mathematics - Apr 2015
- Awarded to Azulena (Lena) Godeck, CFP®
  UVM Student Achievement Recognition Award - May 2013
- Awarded to Azulena (Lena) Godeck, CFP®
  National Honor Society - Jun 2012
Volunteer Experience
- Philadelphia Chapter Board Member
  Issued by Women in ETFs on Jan 2022
  Associated with Azulena (Lena) Godeck, CFP®
- Global Marketing Committee Member
  Issued by Women in ETFs on Mar 2018
  Associated with Azulena (Lena) Godeck, CFP®
- Community Service Advisor for Kappa Alpha Theta
  Issued by Massachusetts Institute of Technology on Jun 2016
  Associated with Azulena (Lena) Godeck, CFP®