Investment Consultant @ (January 2023 - February 2025)
Wealth Management Associate @ (February 2021 - February 2023)
Client Service Representative @ (January 2014 - January 2020)
Registered Client Associate @ (June 2011 - November 2013)
Registered Client Service Associate @ (September 1997 - May 2011)
Lori Smith Education
University of North Carolina at Chapel Hill
Bachelor of Applied Science - BASc (Business Administration and Management, General)
1993-1997
Lori Smith Summary
Lori Smith, based in Winston-Salem, NC, US, is currently a Branch Operations Manager at Marzano Capital Group. Lori Smith brings experience from previous roles at Marzano Capital Group, Fidelity Investments, Merrill Lynch and UBS. Lori Smith holds a 1993 - 1997 Bachelor of Applied Science - BASc in Business Administration and Management, General @ University of North Carolina at Chapel Hill. Lori Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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