Lori D. Patterson, Director of Client Operations
Lori has always been intrigued by industries that are fueled on growth, and the nature of the financial industry provides an environment which offers just that. She feels that a challenging environment that promotes growth is necessary to achieving a fulfilling career, which she has found at Centerpoint Advisors. She enjoys working each day with colleagues who share her vision of providing clients with effortless and streamlined solutions, and also value a challenging and progressive workplace. Lori’s vast experience across many roles in account management make her a perfect fit for her role as Director of Client Operations.
Background
Lori is originally from Tennessee and received a Bachelor of Arts with a focus in Political Science from the University of Tennessee. There she began her career in financial services which took her to New York and then finally to New England where she received a Master’s Degree in Communications Management from Simmons College in Boston, Massachusetts. Lori is an Investment Advisor Representative holding Series 66 Series 7 licenses.
Working at Centerpoint
Lori handles client operations, communications, and services. As Supervisor of Client Operations, she brings organization to a sometimes chaotic world which is both challenging and rewarding. Her daily tasks include the opening and closing of many loops for client account projects and workflow management, which includes the opening and consolidation of client accounts. She is always available to speak with clients, particularly regarding account status, money movements, procedural guidance, and of course at any other time she may be of assistance.
Outside the office
Outside of the workplace Lori is an avid runner. She regularly trains to run marathons and half-marathons at home and sometimes abroad, most recently visiting Lisbon, Portugal experiencing the great food, fun and culture. During the winter months, when it is too cold and snowy to run, Lori is happy to have the local buzz of her favorite team, the New England Patriots, to occupy her time. She is such a fan that she can fit team stats into any conversation and even has pets named in honor of her favorite quarterback.