Lori George Email and Phone Number
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Lori George is a Director at Citrin Cooperman at Citrin Cooperman. She possess expertise in financial reporting, accounting, microsoft excel, microsoft office, financial analysis and 4 more skills.
Citrin Cooperman
View- Website:
- citrincooperman.com
- Employees:
- 1052
-
DirectorCitrin Cooperman Aug 2022 - PresentFlorham Park, New Jersey, United States
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ManagerUntracht Early Llc Jun 2014 - Aug 2022As manager of the firm’s Family Office Services and Outsourced Accounting & Business Support Services areas, I play a pivotal role in overseeing a fast-paced environment to provide our high net worth clients with the concierge-style service they rely upon us for delivering. I monitor and streamline processes to ensure that our team of advisors remains focused on giving our clients quick, accurate answers to questions that come up at any time. Having been with Untracht Early for 16+ years, I’ve had the unique opportunity to build a trusted advisor relationship with many of our long-standing clients. It’s satisfying to me to be able to minimize the financial management burden for them, their families, and their family-owned businesses by conducting vendor sheet reviews and balance sheet reviews as well as insurance policy management activities and comprehensive reporting. -
SupervisorUntracht Early Llc Nov 1999 - Jun 2014
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Senior Sales AssociateJ.B. Hanauer Nov 1986 - Nov 1999Parsippany, Nj
Lori George Skills
Lori George Education Details
Frequently Asked Questions about Lori George
What company does Lori George work for?
Lori George works for Citrin Cooperman
What is Lori George's role at the current company?
Lori George's current role is Director at Citrin Cooperman.
What is Lori George's email address?
Lori George's email address is lg****@****cht.com
What is Lori George's direct phone number?
Lori George's direct phone number is +197340*****
What schools did Lori George attend?
Lori George attended University Of Delaware.
What skills is Lori George known for?
Lori George has skills like Financial Reporting, Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Vendor Management, Balance Sheet Review, Insurance Policy Research And Evaluation, Insurance Policy Management.
Who are Lori George's colleagues?
Lori George's colleagues are Ca Surbhi Jain, Celso T. Mataac Jr., Josiah Rao, Eric Prescott, Cristian Dilone, Cpa, John Van Goor, Samuel Cline.
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Lori George
Fortune 500 Director | Chair Nom/Gov (Nyse: Shak) | Former Global Chief Dei Officer, Coca-Cola | Inspiring Speaker | Amplifying Diverse VoicesAtlanta, Ga -
Lori George
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