Lori Kurtz

Lori Kurtz Email and Phone Number

Business Administrator of NorthStar Advisory Group @ NorthStar Advisory Group
Lori Kurtz's Location
United States, United States
About Lori Kurtz

Northstar Advisory Group, LLC (“Northstar”) is a registered investment advisor. Northstar provides investment advisory and related services for clients nationally. Northstar will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://thenorthstaradvisorygroup.com

Lori Kurtz's Current Company Details
NorthStar Advisory Group

Northstar Advisory Group

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Business Administrator of NorthStar Advisory Group
Lori Kurtz Work Experience Details
  • Northstar Advisory Group
    Business Administrator
    Northstar Advisory Group Jul 2023 - Present
    Northstar Advisory Group, LLC (“Northstar”) is a registered investment advisor. Northstar provides investment advisory and related services for clients nationally. Northstar will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://thenorthstaradvisorygroup.com
  • Northstar Advisory Group
    Business Administrator
    Northstar Advisory Group Jan 2023 - Present
  • Northstar Advisory Group
    Business Administrator
    Northstar Advisory Group Jan 2023 - Present
  • Tifereth Israel Synagogue
    Administrative Director
    Tifereth Israel Synagogue Jan 2015 - Oct 2019
    San Diego
    Responsible for the overall management and business operations for the congregation, including direct supervisory responsibility for the office and support staff, and all administrative, accounting, fundraising, membership, human resources and facility maintenance, as well as outside contractors.  Work collaboratively with the clergy, professional staff, and the Board, administered and coordinated the secular, business and financial health of our congregation. Shaped, promoted, and executed Tifereth Israel Synagogue’s strategic vision and mission.  Draft a multi-million-dollar budget in partnership with the Financial Vice President and ensure adherence to the budget and established financial performance markers.  Manage the day-to-day operations of the building, including repairs, maintenance, and all facility-related activities.  Responsible for overseeing all accounts payables and receivables.  Serve as the liaison with various supply and equipment vendors; handling contracts, invoicing, and payments.  Coordinate the calendar of congregational and community activities
  • Gentle Dental And Orthodontics Of La Jolla
    Office Manager
    Gentle Dental And Orthodontics Of La Jolla Oct 2013 - Dec 2015
    San Diego
    Responsible for increasing and maintaining the daily operations of the dental office, including staff development, growth of the practice and responsibility for the overall financial and business operations. Developed and implemented a yearly and monthly budget for the practice, which has been exceeded by 58% profit YTD.  Provide weekly reporting updates of incoming financial production to upper management to show consistent overall growth in the office.  Monitor and oversee all incoming and outgoing expenses derived from patient care and necessary supplies and equipment to accompany daily operations. Developed and led marketing campaigns in conjunction with local businesses and vendors to enhance patient care opportunities in our area.
  • Pacific Dental Services
    Operations Manager
    Pacific Dental Services Jan 2011 - May 2013
    Santee
    Oversaw all administrative and office staff including hiring, training and developing a team.  Responsible for the overall financial performance and revenue growth on a monthly basis in order to achieve monthly budgeted goals.  Acknowledged for implementing and leveraging best practices for patient acquisition and retention through involvement in my community.  Successfully managed monthly expenses to ensure profitability and achieve monthly budget which was determined at the start of the fiscal year.  Extensive knowledge of PPO/HMO dental insurance.
  • Lifestyle Lift
    Sales Manager/Western Regional Team Leader
    Lifestyle Lift Jul 2006 - Jun 2009
    As a Sales Manager and Western Regional Team Leader I was held responsible for Managing and overseeing the start up of Operations for the first West Coast Surgical Center. I oversaw and supported day to day operations in a high volume, fast paced Plastic Surgery Center resulting in an effective and efficient environment. A large part of my responsibility was to motivate, coach and develop a Sales Team to meet or exceed company sales goals and expectations by establishing a weekly plan of action resulting in achieving top sales revenue within the company nationwide.
  • La Weight Loss
    Regional Sales Manager/Sales Trainer/Sales Manager
    La Weight Loss Nov 2004 - Jul 2006
    Greater San Diego Area
    I was responsible for managing and coordinating all daily operations of the center. In addition, I developed a staff through effective observation and coaching as well as effectively managing service statistics. I was responsible for implementation of sales procedures, ongoing training and overall profitability of the center.

Lori Kurtz Skills

Staff Development Coaching Customer Service Team Building Training Leadership Leadership Development Event Planning Public Speaking Microsoft Office Powerpoint Outlook Budgets Healthcare Management Sales Sales Management Start Ups Strategic Planning

Lori Kurtz Education Details

  • Long Island University, C.W. Post Campus
    Long Island University, C.W. Post Campus
    Elementary Education

Frequently Asked Questions about Lori Kurtz

What company does Lori Kurtz work for?

Lori Kurtz works for Northstar Advisory Group

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

Lori Kurtz's current role is Business Administrator of NorthStar Advisory Group.

What is Lori Kurtz's email address?

Lori Kurtz's email address is lo****@****ail.com

What is Lori Kurtz's direct phone number?

Lori Kurtz's direct phone number is +161988*****

What schools did Lori Kurtz attend?

Lori Kurtz attended Long Island University, C.w. Post Campus.

What skills is Lori Kurtz known for?

Lori Kurtz has skills like Staff Development, Coaching, Customer Service, Team Building, Training, Leadership, Leadership Development, Event Planning, Public Speaking, Microsoft Office, Powerpoint, Outlook.

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