Senior Client Service Associate and Director of Compliance @ (August 2021 - Present)
Senior Executive Assistant @ Fiduciary Counselling, Inc. (April 2016 - July 2021)
Executive Assistant @ U.S. Trust, Bank of America (October 2013 - April 2016)
Executive Assistant @ Anchor Investments (May 2004 - October 2013)
Branch Office Assistant @ (January 2001 - May 2004)
Lori Classon Education
St. Catherine's, Minneapolis Campus
Associate of Arts and Sciences (A.A.S.) (Medical Interpreting (sign language))
1991-1994
Bethany Lutheran College
Associate of Arts (A.A.) (General Studies)
1986-1988
Lori Classon Skills
Administrative Assistants
Outlook
Banking
Lotus Notes
Asset Management
Microsoft Excel
Investments
PowerPoint
Wealth Management
Travel Arrangements
Mutual Funds
Equities
Portfolio Management
Financial Services
Access
Management
Customer Service
Microsoft Office
Lori Classon Summary
Lori Classon, based in United States, is currently a Client Services Associate at Pine Grove Financial Group. Lori Classon brings experience from previous roles at Pine Grove Financial Group, Fiduciary Counselling, Inc., U.S. Trust, Bank of America and Anchor Investments. Lori Classon holds a 1991 - 1994 Associate of Arts and Sciences (A.A.S.) in Medical Interpreting (sign language) @ St. Catherine's, Minneapolis Campus. With a robust skill set that includes Administrative Assistants, Outlook, Banking, Lotus Notes, Asset Management and more. Lori Classon has 2 emails and 1 mobile phone numbers on RocketReach.
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