Lori Choi Email & Phone Number
Head of Growth @ Veris Wealth Partners, LLC
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Lori Choi Location
- Texas, United States
Lori Choi Work
- Head of Growth @ (March 2025 - Present)
- Board of Managers @ (January 2023 - Present)
- Partner, Sr. Advisor @ (July 2015 - Present)
- Wealth Manager @ (February 2012 - July 2015)
- Sr. Associate, Wealth Manager @ (March 2010 - February 2012)
- Vice President, Strategic Account Management @ (September 2008 - March 2010)
- Portfolio Manager, Assistant Vice President @ (August 2006 - June 2008)
- Product Associate, Investment Products Division @ (July 2005 - August 2006)
- Business Planning Associate @ (January 2003 - January 2005)
- Marketing Intern @ (June 2002 - June 2003)
Lori Choi Education
- The Wharton School
BS (Economics)
1999-2003 - Punahou School 1989-1999
Lori Choi Skills
- Financial Markets
- Microsoft Office
- Credit
- Corporate Finance
- Marketing
- Private Equity
- Market Research
- Capital Markets
- Bloomberg
- Portfolio Management
- Derivatives
- Banking
- Investments
- Fixed Income
- Product Management
- Financial Analysis
- Due Diligence
- Social Media
- Valuation
- Financial Modeling
- Equities
- Research
- Investment Research
- Strategic Planning
- Risk Management
- Asset Management
- Competitive Analysis
- Customer Service
- Hedge Funds
- Business Strategy
- Dance
- Prospects
- Sales
- Net
- Concentrations
- Cost
- Fee
- Marathon
- Recognizing
- Bikram Yoga
- Subscription Sales
- Trade Promotions
- Direct Mail
- Management
- Revenue
- Toastmasters
- Delta
- Insurance Planning
- Thompson One
- Science
- Private Banking
- Charles River IMS
- Investment Management
- Source
- Axys
- Baseline
- Pennsylvania
- Korea
- Philadelphia
- Brochures
- System
- Business Services
- Strategy
- Strategies
- New Business Development
- Service Providers
- Newspapers
- Analysis
- Marketing Research
- Promotional
- Jersey
- Economics
- Yahoo
- Business Expansion
- General Mills
- Spirit
- Communication
- Advertising
- Commercial Banking
- Operations
- Workshops
- Online Gaming
- Comm
- Social Influence
- SAP XI
- Hula
- Project
- Software Lifecycle
- Tennis
- Media
- Pricing
- Avid
- Chartered Financial Analyst
- Consumer Behaviour
- Six Sigma
- Packaging
- Distribution
- International
- Portfolio
- Private Clients
- Trust
- Teaching
- New York
- International Marketing
- Patient Outcomes
- Product Training
- Enthusiast
- Compliance
- Wealth Management
- Sungard
- Business Planning
- Investment Strategies
- Hawaii
- Budgets
- Foundations
- Marketing Strategy
- Delivery
Lori Choi Summary
- Lori Choi, based in Texas, United States, is currently a Head of Growth at Veris Wealth Partners. Lori Choi brings experience from previous roles at Veris Wealth Partners. Lori Choi holds a 1999 - 2003 BS in Economics @ The Wharton School. With a robust skill set that includes Financial Markets, Microsoft Office, Credit, Corporate Finance, Marketing and more. Lori Choi has 4 emails and 1 mobile phone numbers on RocketReach.
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