Lori Eilers Email & Phone Number

Ramsey, NJ, US

Ridgewood, New Jersey, United States

Provide extensive service to advisors on account opening, client questions and account maintenance situationsSpecialize in 401 k product launch as it gains market exposure Coordinates account wires, exchange and transfers

Ramsey, NJ

Instructed children one-on-one and in small groups to reinforce or supplement classroom lessons. Handled administrative tasks working with the teaching staff.

Ramsey New Jersey

• Manages new products and updates to inventory across multiple sales platforms.
• Establish and monitor collaborative relationship with online promoters.
• Ensures customer satisfaction with direct communication via, calls, emails and live chats.
• Hands on problem solving with all stages of the sales process and life cycle management

Saddle River, NJ

Worked as a full-time, consistent substitute teacher and or aide (both in classroom and one-on-one) carrying out lesson plans in every subject in grades Pre-K through High School.

Ramsey, NJ

Worked as a full-time, consistent substitute teacher and or aide (both in classroom and one-on-one) carrying out lesson plans in every subject in grades Pre-K through High School.

Weehawken, NJ

Created, prepared and distributed marketing performance information on commingled funds to brokers and clients. Managed and administrated relationships with outside money managers and assisted brokers in every aspect of the sales process and facilitated internal communications. Reported to the President of The Trust Company.

Weehawken, NJ

Served as a liaison between brokers and Managed Account Money Managers. Managed financial fees/plans for large pooled assets greater than $100k. Provided training to the brokers on online profiling for all Asset Management Programs. Managed administrative marketing campaigns and resource library.