Lori Rodgers Email & Phone Number
Senior Manager @ PwC
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Lori Rodgers Location
- Pittsburgh, PA, US
Lori Rodgers Work
- 2024 -now Senior Manager @
- 2021 -2024 Vice President @ Goldman Sachs Ayco Personal Financial Management
- 2021 -2021 Senior Manager @
- 2019 -2021 Tax Manager @
- 2012 -2019 Senior Wealth Strategist, Vice President @ PNC Wealth Management
- 2007 -2012 Manager @
- 2001 -2007 Senior Financial Planner @ The Ayco Company, LP
- 1995 -2000 Estate Administrator @
Lori Rodgers Education
- The Ohio State University Fisher College of Business
Executive Certificate in Financial Planning (Financial Planning and Services)
2016-2016 - Duquesne University
MBA (Finance, General)
1998-2000 - Penn State University
BS (Finance)
1990-1994
Lori Rodgers Skills
- Charitable Remainder Trusts
- Tax Preparation
- Insurance Planning
- Financial Planning
- Management
- Income Tax
- Sales
- Leadership
- Wealth
- Microsoft Word
- Strategic Financial
- Word
- Financial Analysis
- Financial Services
- Investments
- Diversity Champion
- Investment Management
- Asset Allocation
- Portfolio Management
- Strategy
- PowerPoint
- Strategic Financial Planning
- Charitable Giving
- Microsoft Office
- Wealth Management
- Problem Solving
- High Net Worth Individuals
- Charitable Trusts
- Employee Benefits
- Finance
- Diversity and Inclusion
- Compliance
- Estate Planning
- Retirement Planning
- Tax
- Estate and Gift Taxation
- Auditing
- Cash Flow
- Financial Planners
- Cash Flow Analysis
Lori Rodgers Summary
- Lori Rodgers, based in Pittsburgh, PA, US, is currently a Senior Manager at PwC. Lori Rodgers brings experience from previous roles at Goldman Sachs Ayco Personal Financial Management, EY and PNC Wealth Management. Lori Rodgers holds a 2016 - 2016 Executive Certificate in Financial Planning in Financial Planning and Services @ The Ohio State University Fisher College of Business. With a robust skill set that includes Charitable Remainder Trusts, Tax Preparation, Insurance Planning, Financial Planning, Management and more. Lori Rodgers has 5 emails and 2 mobile phone numbers on RocketReach.
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