Lori Stephenson Email & Phone Number
Relationship Manager @ Exencial Wealth Advisors
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Lori Stephenson Location
- Choctaw, OK, US
Lori Stephenson Work
- 2018 - now Relationship Manager @
- 2018 - now Wealth Advisor @
- 2020 - 2022 Client Services Manager @
- 2013 - 2017 High Net Worth Associate @
- 2011 - 2013 Financial Services Representative @ MetLife of the Rockies, an office of MetLife
- 2009 - 2011 Financial Advisor @
- 1998 - 2009 Customer Service Manager @ MH Lighting and controls
- 1998 - 2009 Customer Service @ MH Lighting & Controls
- 1997 - 1998 Cardiac monitoring tech @ Greeley Medical Center
- 1994 - 1996 waitstaff @ Rio grande Mexican Restaurant
Lori Stephenson Education
- University of Northern Colorado
Bachelor of Science (Kinesiology)
1995 - 1997
Lori Stephenson Skills
- Financial Analysis
- Banking
- Project Management
- Financial Services
- Public Speaking
Lori Stephenson Summary
- Lori Stephenson, based in Choctaw, OK, US, is currently a Relationship Manager at Exencial Wealth Advisors. Lori Stephenson brings experience from previous roles at Exencial Wealth Advisors, Fidelity Investments and MetLife of the Rockies, an office of MetLife. Lori Stephenson holds a 1995 - 1997 Bachelor of Science in Kinesiology @ University of Northern Colorado. With a robust skill set that includes Financial Analysis, Banking, Project Management, Financial Services, Public Speaking and more. Lori Stephenson has 4 emails and 3 mobile phone numbers on RocketReach.
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Top Exencial Wealth Advisors Employees
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Rowlett, TX, US
Craig Wezenski
Senior Business Development Officer
New York, NY, US
John Burns
Co-CEO
Oklahoma City, OK, US
Philip Ross
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Amy Sewell
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Karen Boschert
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United States
John Burns
Co-CEO
Oklahoma City, OK, US
Jeff Baty
Financial Advisor - Director of Wealth Management
Oklahoma City, OK, US
Suzanne Fitzgerald
President, Executive Counseling
Dallas, TX, US
Brendan Smith
Partner, Senior Wealth Advisor
Guilford, CT, US
Caleb Dillard
Chief Operations Officer
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Alex Klingelhoeffer
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Anna Park
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