Lori Thoeny Email & Phone Number
Chief Strategy Officer @ Cumberland Trust
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Lori Thoeny Location
- Nashville, TN, US
Lori Thoeny Work
- Chief Strategy Officer @ (December 2022 - Present)
- Senior Vice President and Managing Director, Corporate Strategy @ (November 2020 - December 2022)
- Senior Vice President and Trust Officer @ (July 2008 - November 2020)
- Private Wealth Management and Institutional Sales @ (May 2004 - April 2006)
- Vice President and Institutional Fixed Income @ (July 2000 - May 2004)
- Institutional Fixed Income @ J. C. Bradford and Co (August 1992 - April 2000)
Lori Thoeny Education
- Western Kentucky University 1987-1992
- Belmont University
Center for Executive Education/ Financial Planning
Lori Thoeny Skills
- Estate Planning
- Finance
- Financial Planning
- Fixed Income
- Investments
- Personal Trust Administration
- Portfolio Management
- Retirement Planning
- Trust Services
- Wealth Management
Lori Thoeny Summary
- Lori Thoeny, based in Nashville, TN, US, is currently a Chief Strategy Officer at Cumberland Trust. Lori Thoeny brings experience from previous roles at Cumberland Trust, Merrill Lynch and Morgan Keegan & Company. Lori Thoeny holds a 1987 - 1992 Western Kentucky University. With a robust skill set that includes Estate Planning, Finance, Financial Planning, Fixed Income, Investments and more. Lori Thoeny has 2 emails on RocketReach.
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