We found the following information about Lori Frith at Rockford Bank and Trust Company, where this expert has worked as a VP & Portfolio Manager since 2011. Lori's total work experience is over 30 years, during which time Lori had at least four jobs at different companies to develop skills. Lori studied at the Northern Illinois University - College of Business from 1995 to 1997. Lori currently lives in Phoenix, Arizona. You can contact with Lori by searching for phone number or email or find full information by requesting access to their additional details from us.
Name variants:
Lora Frith,
Lorena Frith,
Loretta Frith,
Lorinda Frith,
Lorraine Frith
Last updated Jun 02, 2024
Contact Information
Last Update
Jul 4, 2022
Email
lf**@aol.com, lf**@rkfdbank.com
Location
Phoenix, AZ
Company
Workplace
Work History
VP & Portfolio Manager
Rockford, Illinois Area
Consult with and manage investment assets for high net worth clients, foundations/endowments, and retirement plans. Assist with business development and collaborate with private banking, mor...
from Dec 2011
Financial Advisor
Consult, advise and manage client portfolios to ensure they are able to meet their investment and financial goals.
2010 — 2010
VP and Sr. Portfolio Manager
Rockford, Illinois Area
Consult with and manage investment assets for high net worth clients, foundations/endowments, and retirement plans with a high retention rate. Assist with business development. Establish an...
1994 — 2010
Portfolio Mgr & Trust Investment Off II
Consult with and manage investment assets for retirement plans and personal clients; perform client performance reviews and assist with new business presentations. Also served as fixed and ...
1980 — 1994
Education
Occupations
Executive
Vice President
Financial Broker
Portfolio Manager
Financial Consultant
Chief Executive
Investment Analyst
Financial Analyst
Financial Services Professional
Financial Services Sales Agent
Skills
Portfolio Management
Investments
Risk Management
Equities
Finance
Strategy
Banking
Wealth Management
Retirement Planning
Team Leadership
Management
Negotiation
Customer Service
Office Management
Crm
Problem Solving
Customer Relations
Regulatory Compliance
Asset Management