Cetera Financial Group
Lori Battista is an experienced training and development professional currently serving as a Training Operations Specialist and Senior Advisor Training Coordinator at Cetera Financial Group since May 2022. Previously, Lori held roles as a Training Coordinator at SageSure, where responsibilities included scheduling and facilitating a comprehensive virtual training program for new hires. Additional experience includes coordinating training initiatives at Aristocrat during a major software transition, conducting new hire training at ProCare Rx, and serving as a West Coast Facilitator at Tidewater Finance Company, focusing on employee training and curriculum development. Lori has also worked at easyfinancial Services as a Branch Manager and Regional Trainer, and has held various positions in the financial services sector, including roles at BMO and Wells Fargo. Educational credentials include certifications in corporate training, leadership skills, conflict management, and information technology.
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Cetera Financial Group
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Cetera Financial Group is a shared service organization serving affiliates that comprise the second-largest family of independent broker-dealers in the United States.