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Lori Monk's
email & phone

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Current Position:

Tax Analyst at Wealth Enhancement

Experience:

30 years

Location:

Malvern, Pennsylvania

How to contact Lori Monk

Last updated:2024-10-14
emaill****k@wealthenhancement.com
phone+1-***-***-9180
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Analytics

According to LinkedIn Lori Monk started working on 1995, then the employee has changed 3 companies and 3 jobs. On average, Lori Monk works for one company for 12 years 11 months. Lori Monk has been working as a Tax Analyst for Wealth Enhancement Group for 1492 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Tax Analyst at Wealth Enhancement

Jul 2021 - Current

Website Developer at LM Design for the Love of Creating

Jan 2009 - Current

Tax Specialist at Hoover Financial Advisors at Hoover Financial Advisors

Jan 2019 - Jul 2024

Library Systems and Library Website Administrator at Immaculata University

Jun 1995 - Jan 2021

Education

AFSP 2020 at Surgent CPE

IT Certified at Immaculata University

Current Company Information Wealth Enhancement

Name: Wealth Enhancement

Speciality: Financial Planning, Investment Management, Tax Strategies, Risk Management, Insurance, Estate Planning, Group Retirement Plan Consulting, Retirement Income Planning

Location: Plymouth, Minnesota, United States

Employees: 500-1000

Description: In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to cli...

Frequently Asked Questions

How long has Lori Monk been working as a Tax Analyst?

Lori Monk's total experience in various companies as a Tax Analyst 4 years 1 month.

What is Lori Monk's minimum period of employment in the companies?

Lori Monk's minimum period of employment in various companies is 5 years 6 months.

What is Lori Monk's average duration of employment for different companies?

On average, Lori Monk works for one company for 15 years 7 months

What industries has Lori Monk worked in?

Lori Monk works in the Financial Services. Previously, Lori Monk worked in the Higher Education.

What positions has Lori Monk held before?

Previously, Lori Monk worked as a Website Developer, and Tax Specialist at Hoover Financial Advisors, and Library Systems and Library Website Administrator.

How do I contact Lori Monk?

Lori Monk's email address is l****k@wealthenhancement.com, phone number is +1-***-***-9180. Sign up to get contact details.

Who is the President/CEO/Director of the Wealth Enhancement?

The President/CEO/Director of the Wealth Enhancement is Joe Grubbs

Who are Lori Monk's peers at other companies?

Lori Monk's peers at other companies are Priscilla Jayaraj and Ashlea Pearson and Thakur Manisha Singh
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Lori Monk Namesakes

Name
Company
Position
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Business Development Account Manager
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Sampson County Schools
Instructional Technology Facilitator
L
Manager, Analytics & Reporting

Other employees at Wealth Enhancement

Name
Company
Position
H
Senior Financial Planner
A
Director of Advisor Services
J
Associate Portfolio Manager
J
Director, of Data Architecture
S
Advanced Planning Manager - Development Team
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