Current Position:
Tax Analyst at Wealth EnhancementExperience:
30 yearsLocation:
Malvern, PennsylvaniaJul 2021 - Current
Jan 2009 - Current
Jan 2019 - Jul 2024
Jun 1995 - Jan 2021
AFSP 2020 at Surgent CPE
IT Certified at Immaculata University
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...
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 monthsWhat 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 GrubbsWho are Lori Monk's peers at other companies?
Lori Monk's peers at other companies are Priscilla Jayaraj and Ashlea Pearson and Thakur Manisha SinghFind email for 850M+ professionals