Lori M. Eason

Analyst-Equity chez Alder Financial Group, Inc.

Profil

Ms. Lori M.
Eason is Executive Vice President at The Alder Financial Group, Inc. She joined Alder Financial in August of 2006.
She is primarily responsible for administration of the portfolio accounting system and development of financial plans.
In addition, she provides ongoing assistance in investment research, portfolio review, client communications and reporting, and quantitative support.
Ms. Eason's previous experience was working with a financial planning firm where she assisted in all facets of producing comprehensive financial plans.
Some of her experience included the gathering and entry of client data and acting as a liaison between advisors, clients, and third party investment providers.
In August of 2009, she earned the Certified Financial Planner (CFP) designation.
Ms. Eason graduated Magna Cum Laude from the University of Georgia in December of 2005.
She obtained an undergraduate degree in International Business with an emphasis in finance.

Postes actifs de Lori M. Eason

Sociétés	Poste	Début
Alder Financial Group, Inc.	Analyst-Equity	01/08/2006

Formation de Lori M. Eason

University of Georgia

Undergraduate Degree