Lori has joined True Compass Advisors as the Senior Client Service Associate. Lori will be handling the administrative day-to-day servicing of client requests. Some of her tasks include opening new accounts, maintaining client records, handling the movement and tracking of assets, and providing ongoing customer support.
Lori’s role also includes the assistance to clients with filing for the state Teachers’ Retirement Board applications, as well as the TRB Health Plans and Purchase of Service Credit.
She is a graduate of Western New England College with a degree in Business Administration. Lori resides in Oxford, Connecticut with her husband Greg and their two daughters. They enjoy vacationing on Block Island during the summer.