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Lori Weeks Email & Phone Number
Executive Assistant
at
BGBC Advisory, LLC
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Executive Assistant
Location
Indianapolis, Indiana, United States
Who is Lori Weeks? Overview
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Quick answer
Lori Weeks is listed as Executive Assistant at BGBC Advisory, LLC, based in Indianapolis, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Lori Weeks.
Lori Weeks previously worked as Household Manager at The Weeks Household and Client Relationship Manager at Ameriprise Financial Services, Llc. Lori Weeks holds License, Cosmetology, Barber/Styling, And Nail Technician from House Of James Beauty School.
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BGBC Advisory, LLC
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Profile bio
About Lori Weeks
With over 37 years of experience in managing a large household, home educating seven children, and providing excellent client service in the financial sector, I am a versatile and adaptable professional who can handle any challenge. I have a license in cosmetology, barber/styling, and nail technician, and I enjoy learning new skills and researching relevant information for my clients and projects.As a Client Relationship Manager at Ameriprise Financial Services, LLC, I coordinated schedules, opened and processed accounts, entered trade documentation, and verified payments for the Advisor and the clients. I also developed personal training documents and greeted incoming clients and prospects. Previously, I worked as a Branch Office Administrator at Edward Jones, where I managed daily office operations, maintained client data records, networked with clients, and processed transactions. I am passionate about helping people achieve their financial goals and creating a welcoming and efficient office environment.
Current workplace
Lori Weeks's current company
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17 roles · 40 years
Lori Weeks work experience
A career timeline built from the work history available for this profile.
Executive Assistant
Current
May 2024 - Present
Household Manager
Current
The Weeks Household
· Coordinated schedules of nine people · Managed the finances· Educated seven children at home through graduation· Created and implemented lesson plans for the children· Evaluated the children’s learning· Spearheaded and managed family educational field trips · Maintained the home and laundry· Trained the children on proper procedures· Created a safe and welcoming home environment· Established quicker and easier ways to manage a large family· Developed washer repair skills· Studied electrical wiring in order to hang ceiling fans
1987 - Present
~39 yrs 6 mos
Client Relationship Manager
· Managed front desk and phones as needed for lunch, breaks, and vacations· Greeted incoming clients and prospects as they arrived for appointments· Coordinated schedules for in person, phone, and virtual appointments for Advisor with clients, prospects, and vendors· Opened new accounts with applicable paperwork· Created account transfer forms· Processed paperwork· Developed personal training documents for new skills· Researched pertinent information for upcoming appointments· Entered trade documentation to client profile notes for advisor· Managed contributions to Simple Retirement Accounts for 2 separate companies· Verified recurring payments to CollegeChoice 529 accounts
Jan 2023 - Jan 2024
Branch Office Administrator
· Identified as primary point of contact for financial advisory firm· Greeted clients and prospects as they arrived for appointments· Answered calls and emails· Managed daily office operations· Coordinated schedules fir in person, phone, and virtual appointments for Advisor with clients, prospects, and vendors· Researched pertinent information for upcoming appointments· Maintained prospect and client data records· Networked with clients by asking questions and preparing reports to help Advisor· Coordinated with previous appointments regarding calls, paperwork, signatures, etc· Processed transactions· Deposited and issued checks
Mar 2022 - Jan 2023
Maintenance Specialist
· Monitored cleanliness of workout machines· Monitored cleanliness of gym facility· Collected, laundered and folded towels· Maintained dryers
Jan 2022 - Mar 2022
Assistant
Creative Cousins
· Altered clothing: casual to formalwear· Measured for alterations· Sewed cushions, pillows, window treatments, and upholstery· Measured and cut fabric for the home décor· Matched fabric patterns according to client specifications· Implemented system of measurements for bands and pleats· Supported operations management and payment systems· Developed spreadsheets to manage workload· Created and implemented organizational ideas· Managed business when owner was away· Networked with clients to ensure return business and word of mouth referrals
May 2019 - Mar 2022
Maintenance Specialist
· Maintained cleanliness of Women’s Locker Room· Tested hot tub for chemical balance· Implemented closing procedures· Monitored cleanliness of workout machines· Monitored cleanliness of gym facility· Laundered and folded towels· Maintained dryers
Jan 2020 - Dec 2020
Office Management
The Gymnastics Company
· Managed and maintained information for over 300 client accounts with precision and detail-oriented focus· Organized team member files and necessary paperwork in order to streamline the competitive season· Accomplished signing up new clients and returning phone calls promptly and efficiently· Collaborated with other staff members when projects needed completion · Collaborated with coaches and other staff when competitive team paperwork came in for competition season· Maintained daily operations· Created calendar of classes for each session utilizing QuickBooks· Coordinated with USAG, Vendors, USA Sports Productions for events· Maintained statistics for each of 150 Team members per meet· Maintained facility cleanliness· Managed volunteers for hosted meets
2012 - 2017
~5 yrs
Not For Profit Concession Sales
· Managed sales windows· Completed inventory before and after events· Maintained proper amount of food prepared for customers· Ordered necessary items as needed· Assigned volunteers to positions and trained them appropriately· Coordinated with Health Department for inspections· Responsible for the opening cash and closing cash· Resolved product issues· Answered customer questions· Liaison between our Not for Profit group & the Speedway/Levy Restaurants
2004 - 2014
~10 yrs
Safety Patrol
Indianapolis Motor Speedway
· Demonstrated responsibility for crowd control· Assisted patrons with any questions they may have had· Staffed safety patrol for VIP areas for Track hosted events and concerts
May 2008 - Sep 2008
Office Associate
· Managed and maintained information for over 300 client accounts with precision and detail-oriented focus· Organized team member files and necessary paperwork in order to streamline the competitive season· Accomplished signing up new clients and returning phone calls promptly and efficiently· Collaborated with other staff members when projects needed completion · Collaborated with coaches and other staff when competitive team paperwork came in for competition season· Maintained daily operations· Created calendar of classes for each session utilizing QuickBooks· Coordinated with USAG, Vendors, USA Sports Productions for events· Maintained statistics for each of 150 Team members per meet· Maintained facility cleanliness· Managed volunteers for hosted meets
Aug 2010 - 2012
Booster Club Vice-President
· Volunteer manager for the club hosted 3-day gymnastics meet· Created Volunteer sign ups on Sign Up Genius· Instructed Volunteers on their duties & responsibilities· Resolved any problems that arose
2010 - 2012
~2 yrs
Office Associate
Ultra Stars Academy
· Managed and maintained information for over 300 client accounts with precision and detail-oriented focus· Organized team member files and necessary paperwork in order to streamline the competitive season· Accomplished signing up new clients and returning phone calls promptly and efficiently· Collaborated with other staff members when projects needed completion · Collaborated with coaches and other staff when competitive team paperwork came in for competition season· Maintained daily operations· Created calendar of classes for each session utilizing QuickBooks· Coordinated with USAG, Vendors, USA Sports Productions for events· Maintained statistics for each of 150 Team members per meet· Maintained facility cleanliness· Managed volunteers for hosted meets
2004 - 2010
~6 yrs
Office Associate
A+ Gymnastics
· Managed and maintained information for over 300 client accounts with precision and detail-oriented focus· Organized team member files and necessary paperwork in order to streamline the competitive season· Accomplished signing up new clients and returning phone calls promptly and efficiently· Collaborated with other staff members when projects needed completion · Collaborated with coaches and other staff when competitive team paperwork came in for competition season· Maintained daily operations· Created calendar of classes for each session utilizing QuickBooks· Coordinated with USAG, Vendors, USA Sports Productions for events· Maintained statistics for each of 150 Team members per meet· Maintained facility cleanliness· Managed volunteers for hosted meets
2001 - 2004
~3 yrs
Independent Contractor
· Contacted prospective customers· Scheduled in-home or catalog shows· Accepted orders & turned them in to the company in a timely manner· Resolved product issues· Answered customer questions· Completed all the required paperwork that accompanies self-employment
1997 - 2003
~6 yrs
Office Associate
Dana Mannix Gymnastics / Gymnastics In Flight
· Managed and maintained information for over 300 client accounts with precision and detail-oriented focus· Organized team member files and necessary paperwork in order to streamline the competitive season· Accomplished signing up new clients and returning phone calls promptly and efficiently· Collaborated with other staff members when projects needed completion · Collaborated with coaches and other staff when competitive team paperwork came in for competition season· Maintained daily operations· Created calendar of classes for each session utilizing QuickBooks· Coordinated with USAG, Vendors, USA Sports Productions for events· Maintained statistics for each of 150 Team members per meet· Maintained facility cleanliness· Managed volunteers for hosted meets
1997 - 2001
~4 yrs
1 education record
Lori Weeks education
-
House Of James Beauty School
FAQ
Frequently asked questions about Lori Weeks
Quick answers generated from the profile data available on this page.
What company does Lori Weeks work for?
Lori Weeks works for BGBC Advisory, LLC.
What is Lori Weeks's role at BGBC Advisory, LLC?
Lori Weeks is listed as Executive Assistant at BGBC Advisory, LLC.
Where is Lori Weeks based?
Lori Weeks is based in Indianapolis, Indiana, United States while working with BGBC Advisory, LLC.
What companies has Lori Weeks worked for?
Lori Weeks has worked for Bgbc Advisory, Llc, The Weeks Household, Ameriprise Financial Services, Llc, Edward Jones, and National Institute For Fitness And Sport "Nifs".
How can I contact Lori Weeks?
You can use AeroLeads to view verified contact signals for Lori Weeks at BGBC Advisory, LLC, including work email, phone, and LinkedIn data when available.
What schools did Lori Weeks attend?
Lori Weeks holds License, Cosmetology, Barber/Styling, And Nail Technician from House Of James Beauty School.
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