legal assistant for sullivan & worcester llp@ Sullivan & Worcester LLP
Saugus, Massachusetts, United States
Lori Jordan
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FlashIntel GPTLori Jordan is a highly experienced professional with 26.8 years of work experience in the financial services industry. She possesses a wide range of skills including financial analysis, equities, mutual funds, asset management, and fixed income. Currently, she serves as a Senior Account Administrator at Fiduciary Trust Company in Saugus, Massachusetts. With a strong background in relationship management and accounting, Lori has been instrumental in the success of the company since 1996. Her expertise in portfolio management and office administration has made her a valuable asset in the field.
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About
Senior Account Administrator at Fiduciary Trust Company
Work Experience
legal assistant for sullivan & worcester llp
Law Practice
Lori Jordan's Professional Milestones
- Senior Account Administrator (1996-12-01~): Streamlined account management processes, increasing efficiency and improving overall account performance.
- legal assistant for sullivan & worcester llp: Streamlined legal processes to improve efficiency and accuracy in the supporting legal team for Ullivan & Windsor LLC
Skill
Financial Services
Financial Analysis
Equities
Mutual Funds
Asset Management
Fixed Income
Securities
Relationship Management
Accounting
Wealth Management
Portfolio Management
Office Administration
Sales Management Coaching
Certification
Colleagues
Jonathan Vaas
Vice President Investor Relations | Corporate Attorney
George Richardson
partner at sullivan & worcester llp and owner sullivan & worcester llp
Ira Gross
owner sullivan & worcester llp
Tom Monks
Chief Information Officer
Nancy Wahl
cio retired sullivan & worcester llp
Other Named Lori Jordan
Frequently asked questions
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Lori Jordan's social media include: Linkedin,
Lori Jordan works for Sullivan & Worcester LLP
Lori Jordan's role in Sullivan & Worcester LLP is legal assistant for sullivan & worcester llp
Lori Jordan works in the industry of Law Practice
Lori Jordan's colleagues are Jonathan Vaas,George Richardson,Ira Gross
Lori Jordan's latest job experience is legal assistant for sullivan & worcester llp at Sullivan & Worcester LLP
