Lori Email & Phone Number
Senior Business Development Manager @ Pictet Asset Management
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Lori Location
- New York, NY, US
Lori Work
- Senior Business Development Manager @ (March 2023 - Present)
- Business Development Manager @ (October 2020 - March 2023)
- Institutional Sales and Consultant Relations @ (February 2018 - June 2020)
- Institutional Sales Associate @ (May 2016 - February 2018)
- Relationship Management Associate @ (June 2013 - May 2016)
- Private Fund Accountant @ (June 2012 - June 2013)
- Accountant @ CitiGroup (June 2009 - June 2012)
- Private Wealth Management Intern @ (January 2008 - May 2008)
Lori Education
- Fordham University
Bachelor of Applied Science (B.A.Sc.) (Accounting and Finance)
2005-2009
Lori Skills
- Financial Analysis
- Fund Accounting
- Bloomberg
- Mutual Funds
- Financial Reporting
- Hedge Funds
- Investments
- Microsoft Excel
- Equities
- Fixed Income
- Asset Management
- Accounting
- Financial Modeling
- Private Equity
- PowerPoint
- Microsoft Office
- Valuation
- Financial Accounting
- Due Diligence
- Financial Statements
- Series 7
Lori Summary
- Lori, based in New York, NY, US, is currently a Senior Business Development Manager at Pictet Asset Management. Lori brings experience from previous roles at Pictet Asset Management and First Eagle Investment Management. Lori holds a 2005 - 2009 Bachelor of Applied Science (B.A.Sc.) in Accounting and Finance @ Fordham University. With a robust skill set that includes Financial Analysis, Fund Accounting, Bloomberg, Mutual Funds, Financial Reporting and more. Lori has 2 emails and 3 mobile phone numbers on RocketReach.
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