Lori Gustafson Email & Phone Number
Senior Director of Municipal Trading @ Oppenheimer & Co. Inc.
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Lori Gustafson Location
- Hartford, CT, US
Lori Gustafson Work
- 2011 -now Senior Director of Municipal Trading @
- 2009 -2011 Vice President @ Roosevelt and Cross
- 2006 -2009 Municipal bond trading and underwriting @
- 1992 -2006 Municipal Trading and Sales @
- 1986 -1992 Municipal bond assistant underwriting assistant sales and trading @ Connecticut bank and trust
Lori Gustafson Education
- UCLA
(Accounting and Finance)
1980-1984
Lori Gustafson Skills
- Leadership
- Portfolio Management
- Series 63
- Capital Markets
- Banking
- Risk Management
- Investments
- Credit
- Fixed Income
- Customer Service
- Financial Analysis
- Loans
- Strategy
- Series 7
- Securities
Lori Gustafson Summary
- Lori Gustafson, based in Hartford, CT, US, is currently a Senior Director of Municipal Trading at Oppenheimer & Co. Inc.. Lori Gustafson brings experience from previous roles at Roosevelt and Cross, Janney Montgomery Scott LLC, Advest, Inc. and Connecticut bank and trust. Lori Gustafson holds a 1980 - 1984 UCLA. With a robust skill set that includes Leadership, Portfolio Management, Series 63, Capital Markets, Banking and more. Lori Gustafson has 3 emails and 2 mobile phone numbers on RocketReach.
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