Fpqp Lorri Tomlin's Location
Charlotte, NC, US
Fpqp Lorri Tomlin's Work
- Wealth Advisor and Partner @ McShane Partners
- Admin and Bookkeeping @ Hawkins Conrad & Co., PLLC
- Co-Owner @ Tomlin Consulting Group, Inc.
Fpqp Lorri Tomlin's Education
- Queens University of Charlotte
- University of North Carolina at Chapel Hill
Fpqp Lorri Tomlin's Skills
- Accounts Receivable
- Accounts Payable
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- QuickBooks
- Financial Planning
- Junxure
- Portfolio Center
- Notary Public
Fpqp Lorri Tomlin's Summary
FPQP Lorri Tomlin, based in Charlotte, NC, US, is currently a Wealth Advisor and Partner at McShane Partners (Formerly Rinehart Wealth & Investment Advisory), bringing experience from previous roles at Hawkins Conrad & Co., PLLC and Tomlin Consulting Group, Inc.. FPQP Lorri Tomlin holds a Queens University of Charlotte. With a robust skill set that includes Accounts Receivable, Accounts Payable, Microsoft Office, Microsoft Excel, Microsoft Word and more, FPQP Lorri Tomlin contributes valuable insights to the industry. FPQP Lorri Tomlin has 2 emails on RocketReach.
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