Kerrie Doughty-Lloyd, Chsnc®

Kerrie Doughty-Lloyd, Chsnc® Email and Phone Number

Vice President, Institutional Consultant @ Index Fund Advisors, Inc.
irvine, california, united states
Kerrie Doughty-Lloyd, Chsnc®'s Location
Orange County, California, United States, United States
Kerrie Doughty-Lloyd, Chsnc®'s Contact Details

Kerrie Doughty-Lloyd, Chsnc® work email

Kerrie Doughty-Lloyd, Chsnc® personal email

About Kerrie Doughty-Lloyd, Chsnc®

Kerrie has worked with the most respected names in the financial services industry providing investment solutions and investment policy statements for retirement plan sponsors and fiduciaries of all types including those who serve the special needs community. Ms. Lloyd has also worked with government investment pools, where she was a registered lobbyist with the State of California.Ms. Lloyd is a Chartered Special Needs Consultant (ChSNC®) and investment advisor for institutional plan sponsors as well as public, private, and independent fiduciaries. She is also the author of Planning the Future for A Special Needs Child and the founder of Integrative Solution Services LLC, where she provides consulting and collaboration tools to the special needs community.

Kerrie Doughty-Lloyd, Chsnc®'s Current Company Details
Index Fund Advisors, Inc.

Index Fund Advisors, Inc.

View
Vice President, Institutional Consultant
irvine, california, united states
Website:
ifa.com
Employees:
36
Kerrie Doughty-Lloyd, Chsnc® Work Experience Details
  • Index Fund Advisors, Inc.
    Vice President, Institutional Consultant
    Index Fund Advisors, Inc. Apr 2023 - Present
    Irvine, Ca
    Institutional consulting and financial advisory services for institutional investors and fiduciaries.
    View
  • Multiple Firms Represented
    Chsnc®
    Multiple Firms Represented Mar 2019 - Apr 2023
    Orange County, California, United States
    Special needs consultant helping advisors build out their special needs practices. Companies represented: M Stevens/Chalice CapitalPrudential Insurance/PrucoMerrill Lynch/Bank of AmericaPrudent Investors
  • State Street
    Vice President
    State Street Dec 2011 - Mar 2019
    Western Region
    Institutional sales covering the Western United States for public pension systems, corporate defined benefit and defined contribution plans, 401k plans, government investment pools, endowments and foundations, not for profit clients.
    View
  • Bny Mellon
    First Vice President, Regional Sales Manager
    Bny Mellon Nov 2000 - Dec 2011
    Western United States
    Institutional sales covering the Western United States for public pension systems, corporate defined benefit and defined contribution plans, 401k plans, government investment pools, endowments and foundations, not for profit clients.
    View

Kerrie Doughty-Lloyd, Chsnc® Skills

Direct Sales Regional Planning Regional Development Institutional Investors Financial Planning Global Custody Alternative Investments Mutual Funds Securities Asset Managment Series 7 Asset Allocation Series 63 Securities Lending Financial Services 401k Fund Accounting Pension Funds Financial Markets Retirement Planning Pensions Corporate Actions Cash Management Risk Management Derivatives Relationship Management Financial Institutions Fx Options Defined Benefit Negotiation Strategic Financial Planning Investments Erisa Equities Asset Management Institutional Investments Funding Bloomberg Bonds Investment Strategies Fund Of Funds Capital Markets Portfolio Management

Kerrie Doughty-Lloyd, Chsnc® Education Details

Frequently Asked Questions about Kerrie Doughty-Lloyd, Chsnc®

What company does Kerrie Doughty-Lloyd, Chsnc® work for?

Kerrie Doughty-Lloyd, Chsnc® works for Index Fund Advisors, Inc.

What is Kerrie Doughty-Lloyd, Chsnc®'s role at the current company?

Kerrie Doughty-Lloyd, Chsnc®'s current role is Vice President, Institutional Consultant.

What is Kerrie Doughty-Lloyd, Chsnc®'s email address?

Kerrie Doughty-Lloyd, Chsnc®'s email address is ke****@****ail.com

What schools did Kerrie Doughty-Lloyd, Chsnc® attend?

Kerrie Doughty-Lloyd, Chsnc® attended California State University Fullerton, The American College Of Financial Services.

What skills is Kerrie Doughty-Lloyd, Chsnc® known for?

Kerrie Doughty-Lloyd, Chsnc® has skills like Direct Sales, Regional Planning, Regional Development, Institutional Investors, Financial Planning, Global Custody, Alternative Investments, Mutual Funds, Securities, Asset Managment, Series 7, Asset Allocation.

Who are Kerrie Doughty-Lloyd, Chsnc®'s colleagues?

Kerrie Doughty-Lloyd, Chsnc®'s colleagues are Mark Hebner, Kirk Ito, Cfp®, Terri Tucker, Jesse Fulton, Jeffrey Broadhurst, Cfa, Cfp, Mark T Hebner, Jeff Cohen.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.