Lori Haller Email & Phone Number
VP and Manager Estate Settlement @ Welch & Forbes LLC
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Lori Haller Location
- Boston, MA, US
Lori Haller Work
- 2001 -now VP and Manager Estate Settlement @
- 1999 -2001 Tax Accountant - Private Client Group @
Lori Haller Education
- Northeastern University
BS (Legal Studies/Finance)
1995-2000
Lori Haller Skills
- Portfolio Management
- Investments
- Equities
- Fixed Income
- Asset Management
- Alternative Investments
- Mutual Funds
- Research
- Microsoft Excel
- Wealth Management
- Hedge Funds
- Microsoft Office
- Financial Reporting
- Project Management
- Tax
- Management
Lori Haller Summary
- Lori Haller, based in Boston, MA, US, is currently a VP and Manager Estate Settlement at Welch & Forbes LLC. Lori Haller brings experience from previous roles at Ropes & Gray LLP. Lori Haller holds a 1995 - 2000 BS in Legal Studies/Finance @ Northeastern University. With a robust skill set that includes Portfolio Management, Investments, Equities, Fixed Income, Asset Management and more. Lori Haller has 1 emails and 1 mobile phone numbers on RocketReach.
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