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.
Lori feels that a challenging environment that promotes growth is necessary to achieving a fulfilling career, and that makes her a great fit at Centerpoint Advisors. The Centerpoint team shares her vision of providing clients with effortless and streamlined solutions. She enjoys working each day with colleagues who truly care about their work and the client experience and feels that each person at Centerpoint is a high performer striving for excellence which keeps the environment challenging and progressive.
Lori received a Bachelor of Arts with a focus in Political Science from the University of Tennessee. After time spent working in Nashville she moved to New York City continuing to build her professional experience in financial services. Lori later moved to Boston, and attended Simmons University where she earned her Master’s Degree in Communications Management. Lori is an Investment Advisor Representative holding both the FINRA Series 7 and Series 66 licenses.
Working at Centerpoint
As the Director of Client Operations, Lori brings organization to a sometimes chaotic world. Her focus includes the opening and closing of many loops for client account projects, as well as workflow management. Lori and the operations team are available to speak with clients particularly with questions regarding initial onboarding, asset transfers and consolidations, cash flow management, and of course any other time she may be of assistance. Click HERE to read more in a Behind the Scenes look at the operations department.
Outside the Office
Outside of the office Lori enjoys snow sports and paddleboarding as well as running with her local club around New England and destinations abroad, most recently Portugal and Scotland, enjoying terrific cultures along the way. She also enjoys time with her two granddaughters, one is already an aspiring runner who tries to do everything just like her Grandmama! In her down time, you may find Lori tucked away in the garden growing prize-worthy, nine-feet tall sunflowers or practicing mindful Yoga poses.
Wherever you go, go with all your heart.