L

Lori Taylor's
email & phone

Current Position:

Managing Director at Charles Schwab

Experience:

28 years

Location:

Denver Metropolitan Area, United States

How to contact Lori Taylor

emailt**@aboutschwab.com
phone+1-***-***-7659
LinkedIn
GitHub
Pinterest
YouTube
Instagram

Work Experience

Managing Director at Charles Schwab

Mar 2025 - Current

Vice President Of Product Management at Empower

May 2022 - Mar 2025

Vice President Relationship Management at Empower

Sep 2019 - May 2022

Senior Vice President, Head of Global Operations (Transfer Agent and Trust Company), President, SSI at OppenheimerFunds

Jun 2018 - May 2019

Senior Vice President Sales, Head of Distribution Client Service at OppenheimerFunds

Jul 2014 - May 2018

Vice President, Transfer Agent Intermediary Operations and Client Relations at OppenheimerFunds

Oct 2010 - Jun 2014

Various Leadership Roles at OppenheimerFunds

Sep 1997 - Sep 2010

Lori Taylor started working in 1997, then the employee has changed 2 companies and 6 jobs. On average, Lori Taylor works for one company for 3 years 11 months.

Education

Bachelor of Arts - BA at University of Kansas

Harvard Business School

Executive Womans Summit University

Current Company Information Charles Schwab

Name: Charles Schwab

Speciality: Brokerage, Banking, Financial Consulting, Financial Products and Services, Portfolio Management, Advisor Services, Retirement Plan Services, Specialty Brokerage Services, Mutual Fund Clearing Services

Location: Westlake, Texas, United States

Employees: 10000+

HQ Phone: (877) 519-1403

Description: We have plans for every turn you take....

Frequently Asked Questions

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

Lori Taylor's minimum period of employment in various companies is 11 months.

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

On average, Lori Taylor works for one company for 4 years 6 months

What industries has Lori Taylor worked in?

Lori Taylor works in the Financial Services. Previously, Lori Taylor worked in the Investment Management.

What positions has Lori Taylor held before?

Previously, Lori Taylor worked as a Vice President Of Product Management, and Vice President Relationship Management, and Senior Vice President, Head of Global Operations (Transfer Agent and Trust Company), President, SSI, and Senior Vice President Sales, Head of Distribution Client Service, and Vice President, Transfer Agent Intermediary Operations and Client Relations.

How do I contact Lori Taylor?

Lori Taylor's email address is t**@aboutschwab.com, phone number is +1-***-***-7659. Sign up to get contact details.

Who is the President & CEO of the Charles Schwab?

The President & CEO of the Charles Schwab is Walter W. Bettinger II

Who are Lori Taylor's peers at other companies?

Lori Taylor's peers at other companies are Sergey Kosarev and Gary Small and Tolulope Akin Aribisala
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Lori Taylor Namesakes

Name
Company
Position
L
L A Taylor Photo Artist
Photographer/Owner
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Supervisor of Wellness
L
Cherokee Harrahs Casino and Resort
Tables Games
L
Lori Taylor Fine Furniture
Owner / Designer
L
Vice President of Home Care Clinical Operations
L
EFDA, Certified Dental Assistant, Invisa-leader
L
Senior Healthcare Consultant
L
Cambridge Home Health Care Inc.
Aide
L
Program Analyst
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Executive Search Consultant, Technology Officers Practice

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