Lori Stuart Email & Phone Number
Managing Director @ SCJ Fiduciary Services
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Lori Stuart Location
- Columbus, OH, US
Lori Stuart Work
- 2025 -now Managing Director @
- 2022 -2025 Senior Consultant @
- 1995 -2025 Executive @
- 1995 -2022 Senior Manager @
- 1995 -2011 Senior Manager @
Lori Stuart Skills
- ESOP Consulting and Recordkeeping
- 401(k) Compliance
- Employee Benefits
- 401k
- Accounting
- Benefits Administration
- Business Valuation
- Corporate Finance
- Corporate Governance
- Deferred Compensation
- Due Diligence
- ERISA
- ESOP
- Estate Planning
- Executive Pay
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Reporting
- Investments
- Mergers
- Payroll
- Pensions
- Retirement
- Risk Management
- Strategic Financial Planning
- Strategic Planning
- Succession Planning
- Tax
- Leadership
- 401K Compliance
- Mergers
- Sales
- Business Development
- Microsoft Office
- Microsoft Excel
- Customer Service
- 401 Compliance
Lori Stuart Summary
- Lori Stuart, based in Columbus, OH, US, is currently a Managing Director at SCJ Fiduciary Services. Lori Stuart brings experience from previous roles at Blue Ridge ESOP Associates, Crowe Horwath LLP and Crowe. With a robust skill set that includes ESOP Consulting and Recordkeeping, 401(k) Compliance, Employee Benefits, 401k, Accounting and more. Lori Stuart has 1 emails and 1 mobile phone numbers on RocketReach.
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