Lori Evans

Lori Evans Email and Phone Number

Compass Financial Partners @ Compass Financial Partners
Lori Evans's Location
Niles, Illinois, United States, United States
About Lori Evans

Corporate professional, experienced in business operations within fast-paced, team-oriented environments. Former collegiate athlete that is disciplined, meticulous, and composed under time-sensitive objectives. Progressive leader skilled in organization, client communication and managing multiple agendas. Proficient in running statistical analysis, coaching and motivating different personality types, and implementing new processes. Proactive problem-solver dedicated to discovering innovated techniques to enhance team productivity and efficiency.

Lori Evans's Current Company Details
Compass Financial Partners

Compass Financial Partners

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Compass Financial Partners
Lori Evans Work Experience Details
  • Compass Financial Partners
    Director Of Operations
    Compass Financial Partners Jan 2022 - Present
    Illinois, United States
    • Director of Operations: Leads and manages all business operations, including workflow and office management, payroll, human resources and process implementation. Oversee the entire employee lifecycle, from interviewing and onboarding to offboarding and training and development. Utilizes CRM to track all client contact and preferences, run reports and lists for marketing and analytical purposes, track pipeline opportunities and set tasks to ensure team efficiency. Acts as the liaison between owners and employees, ensuring seamless communication and effectiveness. Only non-owner member of the Leadership Team, responsible for strategic decision-making and business direction.
  • Hender Financial - Northwestern Mutual
    Director Of Client Services
    Hender Financial - Northwestern Mutual Jun 2013 - Jan 2022
    Skokie, Illinois
    • Director of Client Services: Played an integral role on a four-person team, focusing on client needs and policy management. Educated clients on their insurance policies and helped serve them by completing any changes or updates they requested. Grew the business by processing insurance applications, managing underwriting and monitoring sales reports. Implemented efficient processes to enhance team performance. Participated in marketing strategy development and client appreciation event planning. Managed the team’s calendar, scheduling over half of the meetings. Oversaw business operations, including maintain active licenses, bill paying, office supply management, technology updates, and compliance audit prep.
  • Northwestern Mutual
    Director Of New Representative Support
    Northwestern Mutual May 2011 - Jun 2013
    Skokie, Illinois
    • New Rep Support Director: Managed the support team to new financial representatives and summer interns at Goris Financial Group. Boosted company business by providing high-level client service and support, managing underwriting and overseeing insurance product applications for 15 financial representatives. Maintained weekly productivity spreadsheets, managed multiple projects concurrently, and ensured timely meeting preparation. Assisted new representatives in developing their businesses through comprehensive education on Northwestern Mutual products and sales techniques. Implemented new training regimen for representatives hiring their own staff, successfully training six new assistants within one month of its introduction.
  • University Of Chicago
    Volunteer Assistant Coach - Women'S Basketball
    University Of Chicago 2010 - May 2011
    Chicago, Illinois
    • Data Analyst: Responsible for compiling 1/3 of season’s scouting reports including the evaluation of opponent’s season, game-by-game box scores and game tape. Created and presented video edits to the team only after a thorough analysis and execution of game strategy was developed.• Recruiter: Accountable for communications with 2012 prospective student-athletes, including scheduling campus visits, phone and email correspondence, as well as campus and facilities tours. Promoted the women’s basketball program by consistently updating content in social media and sending out mailings about the school’s academic/athletic opportunities to future players. Maintained the recruiting database to provide a systematic approach in staying current with future recruits.• Scheduling: Aided in the scheduling and preparation of at least 80 practices on the season by gathering 13 players’ schedules, and coordinating with the men’s basketball team as well as the facilities manager for gym times. Also formed a schedule for summer recruiting tournaments, which consisted of hundreds of teams, to assure the coaching staff was managing their time scouting as many recruits as possible.• Film Exchange Management: Accountable for negotiating game tape exchanges with other teams. Responsible for making sure films requested are given and received by both parties. Proficient in exchange software including GameTapeExchange, ezXchanges, and Hudl.• Accolades: Led team to program’s first NCAA Elite Eight appearance, set school record of 25 wins in a season and a 21-game winning streak, finished with a number 5 final national regular season ranking, and went 14-0 in the UAA Conference.
  • University Of New Haven
    Graduate Assistant Women'S Basketball Coach
    University Of New Haven Aug 2009 - Jul 2010
    • Recruiting: Coordinated every official and unofficial campus visit for all women’s basketball recruits, including paperwork, campus tours and selling of the University of New Haven as an academic institution and athletic program. Managed all efforts associated in the acquisition of 2012 recruits and successfully recruited a scholar athlete for that recruiting class, while simultaneously pursuing a Masters in Sports Industries.• Community Outreach Programs and Fundraisers: Effectively met the extensive demands associated with organizing, promoting and directing team basketball clinics, fund raising projects, and special events such as the Pink Zone and Midnight Madness games. Raised approximately $500 for cancer research with nearly 40 participants, increasing both categories from the previous year’s 4K run/walk event. Brought in record-breaking proceeds of over $3,500 from the Pink Zone initiative by selling ribbons, t-shirts and other donations.• Team Travel Coordinator: Compiled directions and travel itineraries for each away trip, including food, entertainment and lodging for 18 people. Accurately maintained restricted budget by negotiating group discounts.• Counselor: Mentored players to realize their unlimited potential to prepare themselves for a successful start within their individual career paths post graduation. Currently stays in contact with former players to instruct, review, and critique resumes and cover letters for job applications.• Managed Team Aids: Hired, trained, scheduled, and supervised four volunteer team managers that were required to be present at all practices, aiding in game day operations and video.
  • National Collegiate Scouting Association
    Recruiting Coach
    National Collegiate Scouting Association 2008 - 2009
    • Customer Service: Monitored and answered emails and voicemails in a timely manner with a positive and friendly attitude. Fielded main line telephone calls, answered all recruiting questions and scheduled appointments. Performed orientation conference calls for all new prospects, as well as specialized group calls on certain recruiting topics. Consistently ranked amongst the top in monthly productivity for scheduling the most appointments with recruits and families.• Educator: Very goal oriented and self-motivated in performing day to day operations which included advising families through the recruiting process; instrumental in putting families and their recent high school graduates in the best position to attain their children’s goals of being successful collegiate athletes.

Lori Evans Skills

Leadership Event Management Services Sports Fundraising Sales

Lori Evans Education Details

Frequently Asked Questions about Lori Evans

What company does Lori Evans work for?

Lori Evans works for Compass Financial Partners

What is Lori Evans's role at the current company?

Lori Evans's current role is Compass Financial Partners.

What is Lori Evans's email address?

Lori Evans's email address is lt****@****ual.com

What schools did Lori Evans attend?

Lori Evans attended University Of New Haven, University Of Chicago.

What skills is Lori Evans known for?

Lori Evans has skills like Leadership, Event Management, Services, Sports, Fundraising, Sales.

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