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Lori Setser Email & Phone Number
Senior Associate, Trust Services
at
Mariner
2 work emails found
@nationaladvisorstrust.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Associate, Trust Services
Location
Kansas City Metropolitan Area, United States, United States
Who is Lori Setser? Overview
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Quick answer
Lori Setser is listed as Senior Associate, Trust Services at Mariner, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at nationaladvisorstrust.com and a matched LinkedIn profile for Lori Setser.
Lori Setser previously worked as Settlement/Billing Lead at American Central Transport and Controller at Ticket Boat, Inc.. Lori Setser studied at Missouri Western State University.
Company email context
Email format at Mariner
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{first_initial}{last}@nationaladvisorstrust.com
89% confidence
AeroLeads found 2 current-domain work email signals for Lori Setser. Compare company email patterns before reaching out.
Profile bio
About Lori Setser
Lori Setser is a Senior Associate, Trust Services at Mariner. She possess expertise in equities, securities, mutual funds, alternative investments, management and 3 more skills.
Listed skills include Equities, Securities, Mutual Funds, Alternative Investments, and 4 others.
Current workplace
Lori Setser's current company
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7 roles
Lori Setser work experience
A career timeline built from the work history available for this profile.
Settlement/Billing Lead
Current
Jul 2023 - Present
Controller
Manage Accounting and HR Team. Provide effective communication, coach and mentor staff to ensure daily tasks execute timely and accurately. Reconcile various accounts and assist with financial reporting.
Jun 2019 - Jul 2023
Account Transition Manager
Manage Account Transition Team. Provide operational support for high-volume financial institution. Assign tasks to associates, track progress and update executive team and clients as necessary. Hire and train new employees by providing knowledge of specific operational tasks and policies. Manage wide variety of operational tasks to resolve customer issues.
Oct 2003 - Jun 2019
Fund Accountant
Responsible for calculating net asset values for various funds daily. Prepared monthly reports for management. Utilized prior work experience to help train and mentor other team members.
Jul 2003 - Sep 2003
Senior Fund Accountant
Jones & Babson, Inc
Interacted with custodian and investment advisors. Ensured accurate calculation and distribution of net asset values for 26 mutual funds on a daily basis. Prepared semi and annual financial statements, statistical information, diversification tests and fund performance. Reviewed general ledgers daily, monthly reports and audit package. Provided information.
Sep 1997 - Jun 2003
Security Processor
Rotated among different desks within department. Adapted to different formats, work styles and areas of specialization while keeping work flow on schedule. Extensive knowledge of the securities industries various depositories settlement procedures-Depository Trust Co., Federal Reserve, Participant Trust Co. and Global Network. Utilized strong.
Dec 1989 - Aug 1997
2 education records
Lori Setser education
Education record
Education record
Maple Woods Community College
FAQ
Frequently asked questions about Lori Setser
Quick answers generated from the profile data available on this page.
What company does Lori Setser work for?
Lori Setser works for Mariner.
What is Lori Setser's role at Mariner?
Lori Setser is listed as Senior Associate, Trust Services at Mariner.
What is Lori Setser's email address?
AeroLeads has found 2 work email signals at @nationaladvisorstrust.com for Lori Setser at Mariner.
Where is Lori Setser based?
Lori Setser is based in Kansas City Metropolitan Area, United States, United States while working with Mariner.
What companies has Lori Setser worked for?
Lori Setser has worked for Mariner, American Central Transport, Ticket Boat, Inc., National Advisors Trust Company, and State Street.
How can I contact Lori Setser?
You can use AeroLeads to view verified contact signals for Lori Setser at Mariner, including work email, phone, and LinkedIn data when available.
What schools did Lori Setser attend?
Lori Setser studied at Missouri Western State University.
What skills is Lori Setser known for?
Lori Setser is listed with skills including Equities, Securities, Mutual Funds, Alternative Investments, Management, Investment Advisory, Asset Allocation, and Account Reconciliation.
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