Influence Board

Lori Taylor

Lmn Vice President, Relationship Management

Empower Retirement

$350

Requested Donation

Lori's Summary

Lori Taylor is a trusted and well-respected senior executive with more than 20 years of diverse domestic and international financial services and securities operations and sales experience. Skilled in leading turnarounds of underperforming units, increasing margins, motivating staff, evaluating resources, and streamlining processes, Lori has been responsible for the performance, productivity, and profitability of workforces consisting of more than 450 personnel. A true difference maker, Lori champions and drives organization-wide, big-picture strategy while maintaining a keen focus on delivering superior client service and building loyal, valued, and high-performing teams. Skilled and knowledgeable in managing $250 million+ budgets, leading geographically distributed offices and teams, working with corporate officers and boards of directors, meeting goals and deadlines, adhering to regulatory compliance regulations, and negotiating win/win contracts, Lori is frequently tasked with addressing high-profile organizational challenges. Lori is a senior vice president and head of Global Operations (Transfer Agent Services and Trust Company Operations) and president of Shareholder Services Inc. for Oppenheimer Funds. She held previous senior leadership positions with Oppenheimer Funds, including senior vice president and head of Distribution Client Service and vice president of Transfer Agent Intermediary Operations and Client Relations. Lori earned Bachelor of Arts in Business and Interpersonal Communication from the University of Kansas. She holds securities and principle licenses 6, 26, 7, 24, 63, 51 and is knowledgeable in investment operations for various instruments, including mutual funds, collective investment trusts, 529s, Retirement Plans, UCITS, separate accounts, and alternative investments.

About Lori

  • Span of Control

    The number of people reporting to them

    lt 10

  • Industry

    Financial services

  • Size of Company

    In terms of revenue

    gt $1 Billion

  • Employees of Company

    The number of people working for this company

    5,001-10,000

  • Business Function

    Information Technology/Engineering

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