Lori Martin

Lori Martin is an experienced financial professional currently serving as an Investment Operations Analyst II at First Western Trust since November 2020. Prior roles include Financial Control Administrator at Trust Company of America, where responsibilities included reviewing and verifying legal documentation for various account transactions, and Broker Transfer Specialist at Curian Capital, focused on asset transfer processing. Lori also held positions at Western Union as an AML Compliance Analyst and AML Compliance Specialist and worked in retirement-focused roles at Great-West Life and INVESCO Funds Group. With a foundation in business clerical education from Aims Community College, Lori has developed a strong expertise in compliance, operations, and client services within the financial sector.