Lori Powell

Lori Powell Email and Phone Number

Associate @ Capstone Partners
Braintree, MA, US
Lori Powell's Location
Braintree, Massachusetts, United States, United States
About Lori Powell

I am an Associate with the Financial Advisory Services group at Capstone Partners.

Lori Powell's Current Company Details
Capstone Partners

Capstone Partners

View
Associate
Braintree, MA, US
Employees:
302
Lori Powell Work Experience Details
  • Capstone Partners
    Associate
    Capstone Partners
    Braintree, Ma, Us
  • Turnaround Management Association Northeast Chapter
    Member Board Of Directors
    Turnaround Management Association Northeast Chapter Jan 2024 - Present
  • Capstone Partners
    Associate
    Capstone Partners Dec 2021 - Present
    Boston, Ma, Us
  • Capstone Partners
    Analyst
    Capstone Partners Jan 2019 - Dec 2021
    Boston, Ma, Us
  • Gray, Gray & Gray
    Field Examiner
    Gray, Gray & Gray May 2018 - Jan 2019
    Canton, Ma, Us
  • The Witan Group, Inc.
    Associate Field Examiner
    The Witan Group, Inc. Aug 2015 - Apr 2018
    *Performed in-depth testing, valuation and analysis of collateral (generally Accounts Receivable and Inventory) securing the loans to existing Borrowers in order to verify existence, and to identify and highlight areas of collateral weakness or deterioration.*Conducted physical inventory counts to accurately confirm inventory.*Prepared Field Examination Reports and supporting work papers that highlighted findings and material variances found, conclusions reached, and related recommendations for improvement if necessary.*Confirmed proper reporting of collateral on the Borrowing Base Certificates. *Ensured that the Borrowing Base was in compliance and managed per the terms and conditions stipulated in the Loan Approval.*Assisted in filing individual tax returns for CPA.*Aided attorney as a paralegal by communicating with clients, other attorneys and filed court documents.*Drafted necessary legal documents required to be submitted by courts.*Certified Notary Public.
  • Ming Restaurant
    General Operations Manager
    Ming Restaurant Jun 2008 - May 2015
    *Served as main contact person for all walk-in and telephone orders*Collected, counted, and recorded daily sales totals*Opened up the restaurant and closed store when owner was unavailable*Maintained up-to-date scheduling for employees*Organized order delivery process to ensure orders are delivered in a timely fashion*Tracked inventory levels and determined appropriate quantity of items to reorder to maximize service levels
  • Mount Auburn Hospital
    Patient Financial Services Intern
    Mount Auburn Hospital Jun 2014 - Jul 2014
    Us
    *Assisted with a variety of finance specific job assignments and contributed to the completion of established projects and initiatives*Job shadowed in multiple revenue cycle areas, root cause analysis of denial data, including presenting findings and providing recommendations for pre-billing edits, reviewing contract data and summarizing billing requirements for Director/Asst. Director*Helped with the creation of monthly financial reports and analyzed financial data*Assisted in medical coding to bill patients based on services and treatments received at the hospital
  • V & E Realty, Inc
    Sales Agent
    V & E Realty, Inc May 2013 - Sep 2013
    *Helped clients with contracts, negotiations, inspections, and closing process*Assisted clients in finding properties that suit their needs and show the properties*Answered the phones in the office to take new clients and build client company relations*Represented seller’s agent at open houses

Lori Powell Skills

Microsoft Office Powerpoint Microsoft Word Microsoft Excel Customer Service Teamwork Research Time Management Java Social Media Event Planning Accounting Cantonese Data Analysis Quickbooks Social Networking Jmp Bloomberg Notary Public External Audit Chinese Cuisine Chinese To English English To Chinese Chinese Culture

Lori Powell Education Details

  • Stonehill College
    Stonehill College
    Accounting

Frequently Asked Questions about Lori Powell

What company does Lori Powell work for?

Lori Powell works for Capstone Partners

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

Lori Powell's current role is Associate.

What is Lori Powell's email address?

Lori Powell's email address is lp****@****aol.com

What is Lori Powell's direct phone number?

Lori Powell's direct phone number is +161792*****

What schools did Lori Powell attend?

Lori Powell attended Stonehill College.

What skills is Lori Powell known for?

Lori Powell has skills like Microsoft Office, Powerpoint, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, Research, Time Management, Java, Social Media, Event Planning, Accounting.

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.