Executive Assistant, Wealth Management
Lori joined the firm in 2013 as an Executive Assistant. She specializes in all aspects of executive support with an emphasis on providing the highest level of service to clients across the firm.
Lori brings to Strategic over 20 years of experience assisting executive teams across various industries. Her attention to detail, broad knowledge base and communications make her an integral part of the relationship management team that supports our clients.
Prior to joining Strategic, Lori was the Assistant to the President at REMET Corporation, providing executive support to the President and CFO, and additionally handling human resource activities including hiring, onboarding and benefits coordination. Lori also worked for the Turning Stone Resort Casino as the Assistant to the Director of Entertainment, booking national acts for the Showroom and Event Center, reviewing contracts and advancing upcoming shows with tour managers. And yes, some of the entertainers had pretty crazy demands!
- Notary Public
- Oneida Memorial Association Secretary
Areas of Specialty
Client Relationship Management
Beneath the Surface
Claim to Fame
Has the rare talent of being able to fold a fitted bed sheet
Spending time with her family, working in the yard around the house – especially her flower beds, trying out new Pinterest recipes and reading a good book.
Resides in CNY with her husband, Dan, their children and 2 dogs – Scout and Izzie.
I have no special talent. I am only passionately curious.Albert Einstein