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Lori Bell Email & Phone Number

Eide Bailly Director, Connector, and Trusted Advisor to middle market founders & Private Equity investors & their centers of influence...we are a top 17 CPA and consulting firm. at Eide Bailly LLP
Location: United States 8 work roles 2 schools
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Role
Eide Bailly Director, Connector, and Trusted Advisor to middle market founders & Private Equity investors & their centers of influence...we are a top 17 CPA and consulting firm.
Location
United States

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Lori Bell is listed as Eide Bailly Director, Connector, and Trusted Advisor to middle market founders & Private Equity investors & their centers of influence...we are a top 17 CPA and consulting firm. at Eide Bailly LLP, based in United States. AeroLeads shows a matched LinkedIn profile for Lori Bell.

Lori Bell previously worked as Director at Eide Bailly Llp and Managing Partner - Business Development at Csuite Financial Partners. Lori Bell holds Mba, Bs Finance/Financial Management from California State University-Long Beach - College Of Business.

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Eide Bailly LLP

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About Lori Bell

Lori Bell is a Eide Bailly Director, Connector, and Trusted Advisor to middle market founders & Private Equity investors & their centers of influence...we are a top 17 CPA and consulting firm. at Eide Bailly LLP.

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Lori Bell's current company

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Eide Bailly LLP
Eide Bailly Llp
Eide Bailly Director, Connector, and Trusted Advisor to middle market founders & Private Equity investors & their centers of influence...we are a top 17 CPA and consulting firm.
AeroLeads page
8 roles · 31 years

Lori Bell work experience

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Director

Current

United States, Us

Eide Bailly (pronounced I'd Bay-Lee), a top 20 CPA & business advisory firm founded in 1917, has over 40 offices, 15 in California. Key services include:-Audit and Tax; -Transaction Advisory, QoE & Business Valuation-Data Analytics, System Selection & Data Optimization -Outsourced and Managed Services such as accounting, technology, cybersecurity, data management-Microsoft, NetSuite, Salesforce, Boomi, Workato and More-CMMC Assessments-ESOP consulting Outsourced and Managed Services has over 300 professionals providing accounting and finance solutions to run, grow, and transform middle market organizations. Our Solutions:- Accounting Advisory- Outsourced Accounting- Business Planning & Analysis as a Service

Feb 2024 - Present

Managing Partner - Business Development

San Jose, California, Us

Managing Partner partnering with Private Equity, Founders for senior finance talent: CFOs, VP-Finance, Controllers, FP&A, interim, project, non-retained perm search

Nov 2018 - Jan 2024

Svp/Regional Sales Manager- Middle Market

San Francisco, California, Us

Business development for middle market focused on companies in wine, food & bev, consumer products, M&A, healthcare, non-profit, real estate, and supply chain/trade finance. Partnered with Business Banking, Real Estate, FX, and other internal partners to identify and develop new relationships for the Region. Coached and mentored Relationship Managers. Leveraged Salesforce, Sales Navigator and other sales tools to foster Team sales process.

Mar 2017 - Nov 2018

Svp, Global Banker/Business Development

San Francisco, California, Us

Business development for mid market global companies needing working capital and cross-border banking solutions. Managed sales process for the Region. Developed initiatives to leverage internal partnerships to achieve joint growth goals.

Sep 2008 - Mar 2017

Svp/Regional Marketing Manager

Us

Business development/sales management Orange County and South Bay for middle market relationship-based companies. Developed cold calling program for multiple regions.

Dec 2002 - Sep 2008

Svp/Sales Manager/Player-Coach Commercial Banking

Minneapolis, Mn, Us

Built a new Business Development team and program for middle market and business banking when US Bank entered the California market.

Sep 1999 - Jan 2002

Bank Of America – Commercial Banking, Long Beach Sales Manager, Sr. Vice President

Charlotte, Nc, Us

Responsible for generating new business in South Bay region for the middle market.

1996 - 1999 ~3 yrs

Vp/Region Sales Manager/Loan Team/Loan Officer Development Leader/Relationship Manager/Loan Review

San Francisco, California, Us

Jan 1979 - Sep 1996
2 education records

Lori Bell education

Mba, Bs Finance/Financial Management

California State University-Long Beach - College Of Business

Wine Program

Santa Rosa Junior College
FAQ

Frequently asked questions about Lori Bell

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What company does Lori Bell work for?

Lori Bell works for Eide Bailly LLP.

What is Lori Bell's role at Eide Bailly LLP?

Lori Bell is listed as Eide Bailly Director, Connector, and Trusted Advisor to middle market founders & Private Equity investors & their centers of influence...we are a top 17 CPA and consulting firm. at Eide Bailly LLP.

Where is Lori Bell based?

Lori Bell is based in United States while working with Eide Bailly LLP.

What companies has Lori Bell worked for?

Lori Bell has worked for Eide Bailly Llp, Csuite Financial Partners, Wells Fargo, First Bank, and U.S. Bank.

How can I contact Lori Bell?

You can use AeroLeads to view verified contact signals for Lori Bell at Eide Bailly LLP, including work email, phone, and LinkedIn data when available.

What schools did Lori Bell attend?

Lori Bell holds Mba, Bs Finance/Financial Management from California State University-Long Beach - College Of Business.

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