Lora White Email & Phone Number
@ofgltd.com
3 phones found area 317 and 513
LinkedIn matched
Who is Lora White? Overview
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Lora White is listed as Fiduciary Officer at Oxford Financial Group, Ltd. at Oxford Financial Group, Ltd., a company with 154 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at ofgltd.com, phone signal with area code 317, 513, and a matched LinkedIn profile for Lora White.
Lora White previously worked as Fiduciary Officer at Oxford Financial Group, Ltd. and Technical Administrator at Oxford Financial Group, Ltd.. Lora White holds Trust Administration from Cannon Trust School.
Email format at Oxford Financial Group, Ltd.
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AeroLeads found 1 current-domain work email signal for Lora White. Compare company email patterns before reaching out.
About Lora White
Lora White is a Fiduciary Officer at Oxford Financial Group, Ltd. at Oxford Financial Group, Ltd.. She possess expertise in financial analysis, portfolio management, investments, wealth management, strategic planning and 11 more skills.
Listed skills include Financial Analysis, Portfolio Management, Investments, Wealth Management, and 12 others.
Lora White's current company
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Lora White work experience
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Technical Administrator
Responsible for the administration of all areas relative to estate planning (GRATs, CRUTs, CLATs, FLPs); creating and updating estate flowcharts, various estate planning illustrations.
Financial Statement Coordinator/Quarterly Report Production
Billing Assistant
Graphics Development
Accountable for all graphics to be illustration in performance reports for institutional clientele.
Statement Analyst
Schedule custodial account statements for historical evaluations, data entry, preparation of graphic charts
Secretary
Preparation and processing of correspondence relating to a new or existing client; maintenance of the firm's extensive file system, overseeing special projects.Recognized for assisting in the development of 1990 and 1991 Annual ReportsPromoted to Assistant Financial Analyst
Colleagues at Oxford Financial Group, Ltd.
Other employees you can reach at ofgltd.com. View company contacts for 154 employees →
Greg Osborne
Colleague at Oxford Financial Group, Ltd.
Carmel, Indiana, United States, United States
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JS
Jill Stebing
Colleague at Oxford Financial Group, Ltd.
Carmel, Indiana, United States, United States
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LH
Lore Hynan
Colleague at Oxford Financial Group, Ltd.
Fishers, Indiana, United States, United States
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RD
Rick Davis
Colleague at Oxford Financial Group, Ltd.
Indianapolis, Indiana, United States, United States
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EP
Eugene Park
Colleague at Oxford Financial Group, Ltd.
Fishers, Indiana, United States, United States
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SH
Susan H.
Colleague at Oxford Financial Group, Ltd.
Grand Rapids, Michigan, United States, United States
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DB
Dustin Brown
Colleague at Oxford Financial Group, Ltd.
Indianapolis, Indiana, United States, United States
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BF
Bart Francis, Cfp, Cima, Mst
Colleague at Oxford Financial Group, Ltd.
Palm Beach, Florida, United States, United States
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SM
Sue Mcmillen, Sphr, Cebs, Shrm-Scp
Colleague at Oxford Financial Group, Ltd.
Zionsville, Indiana, United States, United States
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KM
Karen Mersereau, Cpa/Pfs, Cfp®, Cima®
Colleague at Oxford Financial Group, Ltd.
Indianapolis, Indiana, United States, United States
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Lora White education
Trust Administration
Business Administration And Management, General
Frequently asked questions about Lora White
Quick answers generated from the profile data available on this page.
What company does Lora White work for?
Lora White works for Oxford Financial Group, Ltd..
What is Lora White's role at Oxford Financial Group, Ltd.?
Lora White is listed as Fiduciary Officer at Oxford Financial Group, Ltd. at Oxford Financial Group, Ltd..
What is Lora White's email address?
AeroLeads has found 1 work email signal at @ofgltd.com for Lora White at Oxford Financial Group, Ltd..
What is Lora White's phone number?
AeroLeads has found 3 phone signal(s) with area code 317, 513 for Lora White at Oxford Financial Group, Ltd..
Where is Lora White based?
Lora White is based in Indianapolis, Indiana, United States while working with Oxford Financial Group, Ltd..
What companies has Lora White worked for?
Lora White has worked for Oxford Financial Group, Ltd..
Who are Lora White's colleagues at Oxford Financial Group, Ltd.?
Lora White's colleagues at Oxford Financial Group, Ltd. include Greg Osborne, Jill Stebing, Lore Hynan, Rick Davis, and Eugene Park.
How can I contact Lora White?
You can use AeroLeads to view verified contact signals for Lora White at Oxford Financial Group, Ltd., including work email, phone, and LinkedIn data when available.
What schools did Lora White attend?
Lora White holds Trust Administration from Cannon Trust School.
What skills is Lora White known for?
Lora White is listed with skills including Financial Analysis, Portfolio Management, Investments, Wealth Management, Strategic Planning, Asset Management, Customer Service, and Risk Management.
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