Lori Froehlich

Lori Froehlich Email and Phone Number

the WHOLEistic home will be open soon! @
Lori Froehlich's Location
Denver, Colorado, United States, United States
Lori Froehlich's Contact Details

Lori Froehlich personal email

n/a

Lori Froehlich phone numbers

About Lori Froehlich

Lori Froehlich is a the WHOLEistic home will be open soon! at the WHOLEistic home. She possess expertise in qualified retirement plans, relationship management, financial advisory, retirement specialist, fiduciary services and 12 more skills.

Lori Froehlich's Current Company Details
the WHOLEistic home

The Wholeistic Home

the WHOLEistic home will be open soon!
Lori Froehlich Work Experience Details
  • The Wholeistic Home
    Owner
    The Wholeistic Home Mar 2022 - Present
    United States
    the WHOLEistic home is a design consulting firm that helps clients create beautiful interior and outdoor spaces.
  • Lockton Companies
    Assistant Vice President, Retirement Plan Consultant
    Lockton Companies Jul 2015 - Dec 2021
    Greater Denver Area
    I managed a book of approximately 30 clients with AUM ranging from $5M to $200M. I participated in prospecting meeting and continuously helped current clients with the following: *Investment Reviews*Fiduciary Best Practices*Plan Design Recommendations*Fee Analysis*Participant OutcomesI also established and maintained vendor-partner relationships by:*Maintaining a thorough knowledge of products available in the market*Preparing cost projections*Managing bid solicitation processes*Overseeing plan implementations*Instituting fiduciary best practices*Negotiating fees *Identifying opportunities for expanding business
    View
  • Steelcase
    Consultant, New Client Collaboration
    Steelcase Oct 2007 - Jun 2015
    Greater Chicago Area
    Attracting, engaging and retaining top talent is vital as people are simultaneously an organizations' largest opportunity and cost. When working with global clients, I sought to develop an understanding of their most pressing business issues, and this understanding guided discussions around how an improved workplace could enhance their bottom line. With a directed approach that brought unique value, insights and tools to each client, we worked together in the development of strategies and spaces that improved productivity, creativity and innovation. My role was to help clients understand how to leverage local and global resources and align them in the most effective manner possible.
    View
  • Archideas, Inc.
    Interior Designer
    Archideas, Inc. Nov 2005 - Oct 2007
    Greater Chicago Area
    As someone with degrees and experience in both finance and interior design, I brought a unique perspective to clients during my years in commercial interior design. I optimized sales, design and management skills to win and deliver interior architecture solutions, from design development through final punch list.
    View
  • Principal Financial Group
    Senior Relationship Manager
    Principal Financial Group Jan 2001 - Apr 2003
    Midwest Region (Kansas City, Mo)
    Established and nurtured strong business relationships with corporate executives and senior decision makers at various pension clients in the Midwest, overseeing combined portfolios of qualified and non-qualified DB and DC plans with assets in excess of $3B. Through proactive and frequent communication about plan services, investment offerings, plan design, funding requirements and expenses, I earned the trust and respect of clients, internal teams and vendors.
    View
  • Principal Financial Group
    Senior Pension Sales Representative
    Principal Financial Group Aug 1996 - Dec 2000
    Greater Denver Area
    Sold qualified retirement plans and insurance products to corporate clients, and developed strong third party intermediary partnerships throughout the state of Colorado.
    View
  • Principal Financial Group
    Senior Service Representative
    Principal Financial Group Jul 1993 - Jul 1996
    Greater Grand Rapids, Michigan Area
    Expedited all aspects of new case installations and resolved complex customer issues and concerns through direct interaction with customers, internal partners and brokers.
    View

Lori Froehlich Skills

Qualified Retirement Plans Relationship Management Financial Advisory Retirement Specialist Fiduciary Services Investments Series 7 Series 66 Chartered Retirement Plan Specialist 401k 403 B 457 Plans Defined Contribution Defined Benefit Strategic Planning Strategic Partnerships Ethics

Lori Froehlich Education Details

Frequently Asked Questions about Lori Froehlich

What company does Lori Froehlich work for?

Lori Froehlich works for The Wholeistic Home

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

Lori Froehlich's current role is the WHOLEistic home will be open soon!.

What is Lori Froehlich's email address?

Lori Froehlich's email address is lf****@****ase.com

What is Lori Froehlich's direct phone number?

Lori Froehlich's direct phone number is +161625*****

What schools did Lori Froehlich attend?

Lori Froehlich attended Harrington College Of Design, Iowa State University.

What skills is Lori Froehlich known for?

Lori Froehlich has skills like Qualified Retirement Plans, Relationship Management, Financial Advisory, Retirement Specialist, Fiduciary Services, Investments, Series 7, Series 66, Chartered Retirement Plan Specialist, 401k, 403 B, 457 Plans.

Not the Lori Froehlich you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.