2016 -
2023 Client Relationship Manager and Product Specialist, Global Equities @
2015 -
2016 Client Portfolio and Operations Manager, International Small Cap Strategy @
1998 -
2004 Product Manager and Specialist and Associate Partner @
1995 -
1998 Sales and Marketing Manager, and Management Development Associate @
1994 -
1994 Associate, Fund Management @ Creditanstalt Securities, Ltd.
1989 -
1993 Fixed Income Trader and Assistant Portfolio Manager, Personal Trust Investment Group @ Continental Bank
Lori Borgerding Education
Georgetown University - The McDonough School of Business
MBA
Kalamazoo College
BA (Economics and French, International Commerce concentration)
Lori Borgerding Skills
Asset Management
Mutual Funds
Equities
Fixed Income
Product Management
Investment Marketing
Marketing Strategy
Social Media
Customer Service
Microsoft Office
Strategy
Leadership
Investments
Sales
Strategic Planning
Marketing
Lori Borgerding Summary
Lori Borgerding, based in Littleton, CO, US, is currently a Director of Strategic Partnerships at Goodwill of Colorado. Lori Borgerding brings experience from previous roles at Paradice Investment Management LLC, Denver Investments, INVESCO Funds Group and Fidelity Investments. Lori Borgerding holds a MBA @ Georgetown University - The McDonough School of Business. With a robust skill set that includes Asset Management, Mutual Funds, Equities, Fixed Income, Product Management and more. Lori Borgerding has 3 emails and 1 mobile phone numbers on RocketReach.
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