Lori Heinel’s Email & Phone

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Lori Heinel

Head of Investment Solutions @ Citi Private Bank

Lori Heinel Contact Details

Location:
Greater New York City Area
Work:
Head of Investment Solutions @ Citi Private Bank
Head of Global Products @ SEI
Head of Product Management and Chief Investment Strategist @ OppenheimerFunds
Education:
AB @ Princeton University
About:

Chief Portfolio Strategist @ From October 2014 to Present (1 year 1 month) Boston, MAHead of Investment Products @ From July 2010 to October 2014 (4 years 4 months) Head of Investment Solutions @ From 2005 to 2010 (5 years) Head of Global Products @ From 1997 to 2005 (8 years)

MBA, Finance @ Carnegie Mellon University 

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