Lori Taylor

Lori Taylor's work experience includes various leadership roles at OppenheimerFunds from 1997 to 2019. Lori served as the Senior Vice President, Head of Global Operations and President of SSI, where they provided executive leadership to two securities servicing organizations. Lori also held the position of Senior Vice President Sales, Head of Distribution Client Service, where they restructured and motivated the client services and relationship management division. Additionally, they were the Vice President of Transfer Agent Intermediary Operations and Client Relations, overseeing 300+ personnel and streamlining operations. Prior to OppenheimerFunds, Lori Taylor worked in various leadership roles in account processing, retirement plans, and operations at the Transfer Agent Call Center. Lori has a strong track record of leading teams, sponsoring corporate initiatives, and implementing efficient work systems. Currently, Lori Taylor is the Vice President of Product Management at Empower, starting in 2022.

Lori Taylor attended The University of Kansas from 1993 to 1997, where they obtained a Bachelor of Arts (BA) degree. Lori'sfield of study focused on Business and Interpersonal Communication Studies. In 2019, Lori also participated in the Executive Womans Summit University.

Additionally, Lori possesses certifications in Securities 7, 24, 51, and 63 Lincenses, granted by FINRA. The specific month and year of when these certifications were obtained is not provided.

Furthermore, Lori attended Harvard Business School in 2022 to pursue further studies in Leadership. However, the degree name for this program is not stated in the information given.