Lori Hebert work email
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Lori Hebert personal email
Especially in this ever-evolving economy, exceptional financial services operations are of paramount importance for investing and protecting critical assets. An award-winning, multifaceted global operations executive with vast expertise governing large business units, I am highly adept at driving revenue growth and impacting organizational change while maximizing customer expectations. Deeply committed to championing inclusivity, I am also renowned for my robust knowledge of the securities industry as supported by Financial Industry Regulatory Authority (FINRA) Series 7, 9, 10, and 66 licenses. Throughout my career, I have distinguished myself by elevating efficiency, reducing costs, and catapulting both short- and long-term profitability. A few of my significant accomplishments include:• Augmenting product adoption dramatically by initiating programming to strengthen relationships while additionally communicating effective vision, purpose, and objectives.• Minimizing risk by identifying gaps and addressing trends, issues, and trade patterns to safeguard institutions from litigation. • Winning the distinguished Service Quality Award (SQA) for impacting business by skyrocketing client retention, banking adoption, and revenue expansion.• Orchestrating hurricane relief efforts throughout multiple highly devastating storms, including Hurricane Katrina.• Mentoring and chairing the U.S. 30% Club Mission Gender Equity Program and Emerging Leader Program Leadership, Education, Advocacy and Development (LEAD) for Women, among other diversity initiatives. I am eager to discover what the future has to offer! If you would like to connect, please reach out to me at leauxlo.heb@gmail.com or here on LinkedIn. AREAS OF EXPERTISE* Resource Allocation* Talent Development* Regulatory Compliance* Executive Presentations* Cross-Functional Leadership* Data Analytics, Metrics, & KPIs
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Divisional CooBank Of America Merrill Lynch Dec 2019 - Dec 2023Jacksonville, Florida, United StatesHere, I excelled in operational leadership, strategic influence, and product adoption of the Community Markets division, encompassing 11 markets with Merrill Lynch offices beyond BofA footprint. I recruited and onboarded financial advisors, creating operating plans and improving vacancy, as well as owning the scorecard, devising key performance indicators (KPIs), collaborating with cross-functional teams to identify and define crucial metrics, and reporting on all metrics. Additionally, I mplemented processes and routines to improve overall performance and oversaw discretionary expenses, human resource (HR) issues, and social media. SELECT ACHIEVEMENTS* Created first official scorecard for MDM population, surpassing $250K+ household acquisition and net-new, fee-based assets metric. * Developed and maintained ME operating plan template, a detailed step-by step methodology for 11 MEs to maximize scorecard points within their own markets, each containing 11 KPIs, such as how to best recognize talent and accomplishment, efficiency, communication, and accountability planning.* Effectuated Client Transition Program, working with all 11 markets to create repeatable process and helping experienced recruit hires transfer assets into Merrill with extremely minimal to zero client disruption.* Exceeded firm goals and targets, including new assets and liabilities metric and experienced recruit hires metric.* Propelled penetration rates in 10 of 11 community markets, driving qualified banking growth with quarterly CA routine calls, monthly CRM strategy sessions, and weekly reporting to each market with detailed opportunity lists. -
Vice President, Market Supervision ManagerMerrill Lynch Wealth Management / Bank Of America (Bofa) Jun 2016 - Nov 2019Jacksonville, Florida, United StatesIn this role, I commandeered operations as the functional COO for 9 offices. I administered 15 program rollouts and updates; managed compliance, conducted audits, and reviewed daily trading activity and transactions; and handled all customer and employee complaint litigations, mediations, and arbitrations. I also performed as HR liaison, approving product pricing and assisting with deal structuring in addition to budgeting and expense, facilities, and technology management. SELECT ACHIEVEMENTS* Cultivated strong relationships and lasting partnerships as business integrator, driving results by focusing on the “why,” “what,” and “how” of achieving consensus and igniting performance. * Built strategy around 8 laterals on ME Scorecard as well as serving as financial advisory team point-of-contact for modeling, registration, FA / TFA dissolution, and all corrective and preventive actions (CAPA). * Mitigated risk by identifying gaps and addressing trends, issues, and trade patterns, safeguarding bank from litigation and resulting in only fractional audit findings. * Demonstrated commitment to learning by presiding over firm intern program and conducting continuous compliance training for financial advisors and support staff, ongoing training for managers, and market and financial seminars. * Managed budgets consistently within 5 to 10% favorable to projections, never exceeding allocated limits. * Imparted motivational guidance and support as Chair of the Women’s Exchange Mentor Program.
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Vice President, Client Relationship ManagerBank Of America Merrill Lynch Nov 2014 - May 2016Jacksonville, Florida, United StatesI governed daily operations, elevated client experiences, and mitigated risks associated with financial transactions while leading results-driven teams in Florida and Georgia. I also designed processes successfully adopted throughout the entire market, approved new accounts and reviewed accounts for exposure control, and aided in client problem resolution, training and developing staff and acting as resource allocator, benefits coordinator, and HR liaison between directors. SELECT ACHIEVEMENTS* Honored with distinguished Service Quality Award (SQA) for significantly impacting business, driving performance of CAs while skyrocketing client retention, banking adoption, and revenue expansion for firm. * Ranked consistently in top 20 out of 100+ markets, achieved satisfactory or better ratings on every compliance exam.
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Vice President, Client Relationship ManagerBank Of America Merrill Lynch Jul 1999 - Oct 2014Baton Rouge, Louisiana, United StatesBATON ROUGE, LA 2009 TO 2014 LAFAYETTE, LA 2003 TO 2008I supervised teams in 5 locations across Louisiana and Mississippi to ensure profitability and the highest level of client service. I also acted as a resource for timely issue resolution, maximizing efficiencies to increase production, customer satisfaction, and overall quality for both team and client. Further, I fulfilled the assessor role, organizing and deploying training and development, and controlling expenses, including budgeting related to facilities and technology. SELECT ACHIEVEMENTS* Orchestrated hurricane relief efforts throughout multiple highly devastating storms, including Hurricane Katrina. * Led book affluence metric in market and originated “playbook” for CAs to utilize to achieve SQA, leading to ranking in top 10 for SQA 8 out of 10 years of tenure. * Amplified talent pool dramatically with successful training of 2 high-level CRMs.
Lori Hebert Education Details
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Bachelor'S Degree
Frequently Asked Questions about Lori Hebert
What is Lori Hebert's role at the current company?
Lori Hebert's current role is Divisional Chief Operating Officer—Financial Services | Exemplary Team Leadership | Performance & Risk Management | Customer Experience (CX) | Strategic Planning & Execution | Business Process Improvement.
What is Lori Hebert's email address?
Lori Hebert's email address is lo****@****aml.com
What schools did Lori Hebert attend?
Lori Hebert attended University Of Louisiana At Lafayette.
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