Kristopher Lancaster

Associate

2022

Board Observer

2024

Venture Capital Summer Associate

2021 - 2021

Financial Consultant

2020 - 2020

Equitable Advisors is the brand name for AXA Advisors, LLC.

Financial Consultant

2017 - 2020

• Accumulated and managed a book of 65 clients, raised $5m in assets under management and issued $50m of life insurance death benefit; averaged 1,000 cold calls a week during first year • Placed over 40 insurance policies contributing up to $300k in annual premium • Recognized nationally in top 10% of first year advisors within 3 months of contract • Prepared client materials and presented investment, retirement and insurance tax strategies to prospective clients resulting in client acquisition and over 50 product sales • Secured additional business and client referrals utilizing Asset-Map and eMoney software to analyze and recommend adjustments to client financial plans based on life changes • Cultivated relationships with new high net worth clients; point person for all client requests

Finance Intern

2016 - 2016

• Prepared documentation for yearly audit of $100m annual revenue; led to accelerated collection and delivery of FY17 financials to Finance and Accounting Departments • Ensured accurate expense reporting by comparing marketing agreements to invoices received • Maintained and updated bi-weekly capex reports to record invoices of 10 Richemont luxury brands to be reviewed by regional CFO; led to an increase in annual capex by 2.5%

Business Operations Intern

2015 - 2015

• Created 133-page operational guide and trained 20 staff members resulting in successful grand opening of new restaurant; Supported Head of Food & Beverage Operations • Supervised food & beverage for Red Bull Global Rallycross race and weekly hotel events • Incorporated $5.4m of monthly revenue on financial statements of newly acquired hotel to align with existing hotel portfolio financials; Recommendations accepted by Accounting • Recognized as Best Intern for exceptional work quality and aptitude displayed

Operations Intern

2014 - 2014

Created business contact database and assisted in the transition of the website from WordPress to SquareSpace. Followed up on status of orders, organized the office space, and ensured that the home pro-ject area was tidy and ready for the next business day. Assisted in the set-up and break-down of home staging, and created the following office documents for business uniformity: • Letterhead & fax cover • Delivery Receipt & In-Home Delivery Form • Meeting Template • Packing Slip