Role at Appleton
Lori oversees and manages the Operations Department at Appleton Partners. In this capacity, she is responsible for daily cash and position reconciliation, corporate actions, trade processing, and settlements. Lori is also a member of the firm’s Operations Committee.
Professional Experience
Prior to joining Appleton, Lori served as Vice President at Bear Stearns & Company in the Institutional Equities Department as a Trading Operations Manager. She also has earned the CFA Institute Investments Foundations® Certificate.
Education
B.S., Worcester State College
Personal Notes
Lori resides in West Peabody, MA with her husband and in her spare time, loves to exercise, travel and spend time with her family and friends. She has been actively involved with the North Shore Cancer Walk for many years.
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