Lori McElroy

Lori McElroy has a diverse work experience spanning multiple industries. Lori began their career in 1993 at Janus Capital Group as a Product Manager, where they focused on cross-selling and up-selling direct marketed products. After their tenure at Janus, they joined Sage Life Assurance of America as a Key Account Manager, establishing alliances with over 20 firms and developing targeted marketing strategies. Lori then worked at Toyota Australia Motor Corporation as a Business Process Analyst, serving as the primary contact for dealer inquiries and spearheading the development of procedure manuals. Lori later joined Online Safety Systems as a Key Account Manager, managing over 300 clients and implementing sales plans to enhance revenue. Lori was then recruited by Zoola Inc. as an Account Manager/Marketing Consultant, responsible for sales growth and fostering relationships with local merchants. Lori continued their career at Shelton Capital Management as a Relationship Manager, where they managed a 401(k) book of business, built strong relationships with key contacts, and facilitated investment analysis. Recently, Lori worked at Weatherstone Capital Management in client relations and marketing. Currently, Lori serves as a Customer Success Manager at Plant Assessor.

Lori McElroy is a candidate for a Bachelor of Arts (BA) degree in Communications from the University of Colorado Denver. Additionally, they have obtained several certifications, including the CCSM level 3 from SuccessHACKER in March 2022, the Certificate IV in Work Health and Safety from strategic services group in June 2021, the Series 6 from FINRA in September 2014, the Series 63 from FINRA in November 2014, and the Series 7 from FINRA in July 1994.