Lori Wallace Email & Phone Number
Managing Director, Investments @ Cresset
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Lori Wallace Location
- Minneapolis, MN, US
Lori Wallace Work
- 2021 -now Managing Director, Investments @
- 2018 -2021 Principal, Manager Research @
- 2008 -2018 Research Director, Global Equities @ Pavilion, A Mercer practice
- 2002 -2008 Equity Research Associate @
- 1999 -2002 Portfolio Accountant @
Lori Wallace Education
- University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.) (Finance)
2005-2008 - Cornell College
Bachelor of Arts (B.A.) (Mathematics, Business & Economics)
1995-1999
Lori Wallace Skills
- FactSet
- Microsoft Excel
- Visual Basic
- Bloomberg
- Quantitative Research
- Qualitative Research
- Investment Strategies
- Equities
- Equity Research
- Investments
- Financial Analysis
- Customer Service
- PowerPoint
- Project Management
- Data Analysis
- Portfolio Management
- Account Management
Lori Wallace Summary
- Lori Wallace, based in Minneapolis, MN, US, is currently a Managing Director, Investments at Cresset. Lori Wallace brings experience from previous roles at Mercer, Pavilion, A Mercer practice and Sit Investment Associates, Inc.. Lori Wallace holds a 2005 - 2008 Master of Business Administration (M.B.A.) in Finance @ University of Minnesota - Carlson School of Management. With a robust skill set that includes FactSet, Microsoft Excel, Visual Basic, Bloomberg, Quantitative Research and more. Lori Wallace has 1 emails and 1 mobile phone numbers on RocketReach.
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