Lori Wathen

Lori Wathen Email and Phone Number

Business Operations Manager at United Capital Financial Advisors @ United Capital Financial Advisors, LLC
Lori Wathen's Location
Evansville, Indiana, United States, United States
Lori Wathen's Contact Details

Lori Wathen personal email

n/a
About Lori Wathen

Lori Wathen is a Business Operations Manager at United Capital Financial Advisors at United Capital Financial Advisors, LLC. She possess expertise in leadership, event planning, microsoft office, management, microsoft word and 6 more skills.

Lori Wathen's Current Company Details
United Capital Financial Advisors, LLC

United Capital Financial Advisors, Llc

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Business Operations Manager at United Capital Financial Advisors
Lori Wathen Work Experience Details
  • United Capital Financial Advisers, Llc
    Director Of Operations
    United Capital Financial Advisers, Llc Dec 2017 - Present
  • Goldman Sachs Personal Financial Management
    Business Operations Manager
    Goldman Sachs Personal Financial Management 2018 - Present
    Evansville, Indiana, United States
    Investment Advisory services offered by United Capital Financial Advisers, LLC, a Goldman Sachs Company
  • United Capital Financial Advisors, Llc
    Business Operations Manager
    United Capital Financial Advisors, Llc Jan 2008 - Present
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  • Payne Wealth Partners
    Client Services Specialist
    Payne Wealth Partners 2007 - Present
    Since joining Payne Wealth Partners in January 2008, Lori has become an anchor for the day-to-day tasks that take place in the firm. She is responsible for creating new client accounts, account transfers, wire procedures and assisting with quarterly client reporting, as well as performing daily administrative tasks.

Lori Wathen Skills

Leadership Event Planning Microsoft Office Management Microsoft Word Teamwork Powerpoint Microsoft Excel Marketing Public Speaking Customer Service

Lori Wathen Education Details

Frequently Asked Questions about Lori Wathen

What company does Lori Wathen work for?

Lori Wathen works for United Capital Financial Advisors, Llc

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

Lori Wathen's current role is Business Operations Manager at United Capital Financial Advisors.

What is Lori Wathen's email address?

Lori Wathen's email address is la****@****ers.com

What schools did Lori Wathen attend?

Lori Wathen attended University Of Southern Indiana.

What skills is Lori Wathen known for?

Lori Wathen has skills like Leadership, Event Planning, Microsoft Office, Management, Microsoft Word, Teamwork, Powerpoint, Microsoft Excel, Marketing, Public Speaking, Customer Service.

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