Flmi Lori McCarty Cssbb

Chief Strategy Officer (cso) at Holmes Murphy

Lori McCarty has a diverse work experience spanning multiple industries. Lori currently serves as the Chief Strategy Officer (CSO) at Holmes Murphy & Associates, where they are responsible for developing and communicating strategic direction at both the business and enterprise levels. Their role also involves aligning business processes with technology and driving an improved client experience.

Previously, Lori worked at JDRF Nebraska-Iowa Chapter as a Board Member, contributing to the organization's mission. Lori also founded Strategic Design & Integration Services LLC, a women-owned business that provided strategic consulting services to help organizations achieve their goals. Their services included strategic thinking, planning, process improvement, and risk management.

Lori has worked at Wells Fargo in various roles, including Vice President of Business Process Consulting and Customer Experience Architecture. In this position, they developed strategic-level business plans and analyzed customer feedback to improve processes. Lori also served as Assistant Vice President of Business Process Consulting at Wells Fargo Home Mortgage, where they implemented process improvement methodologies and designed root cause analysis strategies.

Additionally, Lori has experience at Bidwell Riverside as a member of the Board of Directors, focusing on strategic planning. Lori started their career at Principal Financial Group, where they held several roles related to operational excellence, training and development, performance management, and client service. Throughout their career, Lori has demonstrated expertise in Six Sigma, process improvement, and training program design and facilitation.

Overall, Lori McCarty has a diverse and extensive background in strategic planning, process improvement, and customer experience, making their a valuable asset in any organization.

Lori McCarty, FLMI, CSSBB has a diverse education history. Lori pursued various graduate level studies in Business Management at the University of Iowa from 2000 to 2001. Prior to that, they obtained a degree in Business Management with a focus on Business, Marketing, and Organizational Behavior from Simpson University, where they studied from 1988 to 1992. Additionally, they attended Dyersville Beckman from 1982 to 1986, although the specific degree and field of study are unknown.

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Timeline

  • Chief Strategy Officer (cso)

    May, 2019 - present

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