Lori Irwin Email & Phone Number

Virginia, Florida, New York

Virginia Beach, Va

Responsibilities include implementation of the Mayor’s Action Challenge for 500 Families Financially Fit for the Future program designed to provide financial planning and education to the citizens of Virginia Beach. Program is a coordinated program between the City, non-profit, government and financial partners. Responsibilities include program administration, training, volunteer management, seeking grant funding, coordinating partners and tracking and reporting program milestones and successes. This program gained national recognition for providing innovative solutions to economic challenges.

Norfolk, Virginia Area

Responsibilities include development of a regional coordinated program to increase financial stability for South Hampton Roads. Responsibilities include program development, management, funding and coordination of over 50 partner corporations and agencies and over 200 volunteers to provide personal finance adult training. Founded a state-wide consumer awareness campaign to increase savings and reduce debt which involved working with state-wide partners to improve financial condition of families across the Commonwealth.

Norfolk, Virginia Area

Responsibilities include analysis and delivery of financial planning and investment advice for clients. Developed client financial goals, identified potential risks and monitored financial planning progress. Experienced in the use of Monte Carlo techniques to analyze expected success of financial planning scenarios. Responsible for ongoing audits of firms operations to ensure excellent service to clients and continued compliance with regulatory requirements. Managed operations and client service delivery. Developed and implemented internal processes for continuous quality improvement and assurance of excellence in service delivery. Designed human resources policies and procedures to ensure compliance with all federal and state requirements for financial management firms. Managed the information technology needs of the firm by providing oversight of current systems and analysis of software and hardware alternatives. Developed internal database for customer relationship management, data analysis and reporting.

Virginia Beach, Va

Provided utilization reporting, analysis, report design and project analysis for mental health insurance. Managed statistical reporting staff. Developed standard reporting package and developed databases for use in clinical operations management.

Mba, Finance, 4.0

Bs, Business Management, 3.85