Lori Tipple Email & Phone Number

Gig Harbor, Washington, United States

Inspired by the transformative leadership of Penny Pennington who is taking Edward Jones to its next level with game changing strategies and complete system overhaul. Excited to be here!!

Tacoma, Washington, United States

Seattle, WA

Tacoma, WA

Seattle, New York, London

Globalized client service team to enable global expansion, establishing staff in London Established first index client and revenue retention metrics Initiated & measured proactive retention activities to ensure lowest loss during ownership transitionConsistently reached 98% controllable retention metricsCreated first transparent and rules-based methodology.

Tacoma, WA

Invited to Russell Global Leadership team, approximately 100 of 1,500 associatesTransitioned operational management Shifted toward client facing activity Focused on improving client value add by improving methodologies and marketing materialsSupported sales efforts allowing double digit CAGR Interviewed on SquawkBox, Bloomberg TV representing Russell Index.

Tacoma, WA

• Managed team responsible for day-to-day operations for Russell indexes
• Evaluated and established new technology platform
• Acted as change agent for technology and process improvements, client centric approach
• Created and chaired Russell Index Client Advisory Board (for 15 years)
• Created Russell Microcap Index, leading index for US microcap stocksRevised corporate action methodology, operational processes and client communications to ensure corporate action replicability

US

East Coast

Tacoma, WA