Lori Classon Email & Phone Number
Senior Client Service Associate and Director of Compliance @ Pine Grove Financial Group
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Lori Classon Location
- United States
Lori Classon Work
- 2021 -now Senior Client Service Associate and Director of Compliance @
- 2021 -now Client Services Associate @
- 2016 -2021 Senior Executive Assistant @ Fiduciary Counselling, Inc.
- 2013 -2016 Executive Assistant @ U.S. Trust, Bank of America
- 2004 -2013 Executive Assistant @ Anchor Investments
- 2001 -2004 Branch Office Assistant @
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 Senior Client Service Associate and Director of Compliance 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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