Lori Morgan

Lori Morgan is an accomplished professional in the field of tax and financial consulting, currently serving as Managing Director of National Learning & Development at Andersen since January 2015. Lori previously held the position of Senior Tax Consultant at Bessemer Trust from January 2013 to January 2015, and served as Tax Director at Revolution LLC from May 2008 to January 2013. Lori's extensive career began at Andersen, where responsibilities included Tax Manager in Private Client Services from July 2002 to May 2008, following a role as Tax Associate in Private Client Services at Arthur Andersen from September 2000 to July 2002. Lori holds a Master of Science in Accounting, Tax and a Bachelor's Degree in Accounting and Management, both from the University of Virginia.