![Lori S. Neel](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Lori S.
Neel has worked as a Director of Operations at Ulrich Investment Consultants since 2015.
Postes actifs de Lori S. Neel
Sociétés | Poste | Début |
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Ulrich Investment Consultants
![]() Ulrich Investment Consultants Investment ManagersFinance Ulrich Investment Consultants is a company that specializes in providing customized investment strategies for foundations and charitable organizations. The company is based in Albuquerque, NM and has subsidiaries in the United States. The company offers consolidated performance and reporting services that allow clients to access their financial assets through a single, secure portal. Ulrich is independent and not affiliated with any investment manager, custodian, or brokerage firm. The company offers superior investment advice, valuable insights, and a broad range of wealth management and investment consulting services to effectively manage retirement plans. The company was founded by John Paul Ulrich, who has been the CEO since incorporation. | Directeur des opérations | 01/01/2015 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
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Ulrich Investment Consultants
![]() Ulrich Investment Consultants Investment ManagersFinance Ulrich Investment Consultants is a company that specializes in providing customized investment strategies for foundations and charitable organizations. The company is based in Albuquerque, NM and has subsidiaries in the United States. The company offers consolidated performance and reporting services that allow clients to access their financial assets through a single, secure portal. Ulrich is independent and not affiliated with any investment manager, custodian, or brokerage firm. The company offers superior investment advice, valuable insights, and a broad range of wealth management and investment consulting services to effectively manage retirement plans. The company was founded by John Paul Ulrich, who has been the CEO since incorporation. | Finance |