Lorie Vagher
Keller
Summary
Financial professional with extensive knowledge in investment strategies, portfolio management, and client relationship-building. Track record of building strong client relationships, effective communication, and collaborative approach to achieving financial goals, all while maintaining ethical standards and regulatory compliance.
Overview
32
32
years of professional experience
Work History
Senior Branch Office Administrator
Edward Jones
11.2003 - Current
- Managed branch operations and administrative SOPs.
- Provided customer service by addressing inquiries and resolving issues effectively.
- Maintained accurate records and documentation.
- Completed all training and annual CE programs, as well as, Licensed BOA courses.
- Maintained consistently high average on performance evaluations.
- Earned MPC BOA awards for first 2 years of implementation, before branches were actively competing.
Branch Office Administrator
Edward Jones
05.1999 - 11.2003
- Same duties as Sr BOA position.
Investment Representative
Edward Jones
02.1994 - 02.1999
- Developed comprehensive investment strategies tailored to individual client needs and financial goals.
- Cultivated strong relationships with clients through regular communication and personalized service.
- Provided personalized financial advice, helping clients achieve their short-and long-term financial goals.
- Educated clients on various investment products, allowing them to make more informed decisions about their finances.
Education
Accounting And Finance
Lamar Community College
Lamar, COSkills
- Portfolio management and analysis
- Asset allocation
- Investment strategies
- Account performance reviews
- Financial plan preparation
- Client needs assessment
- Relationship building
- Sales experience
- Retirement planning
- Pipeline management
Timeline
Senior Branch Office Administrator
Edward Jones
11.2003 - Current
Branch Office Administrator
Edward Jones
05.1999 - 11.2003
Investment Representative
Edward Jones
02.1994 - 02.1999
Accounting And Finance
Lamar Community College
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