Kathy Lahr

Financial Professional & Wellness Advocate

Role: Investment Operations at Aria Financial Services
Location: Raleigh, NC, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Kathy Lahr

Sigma Beta Delta Inductee – National Honor Society in Business, Management & …

Experience

Investment Operations
Aria Financial Services
Jun 2024 — Present · Raleigh, NC, US

Education

University of Illinois at Chicago
Bachelor's degree
1999 — 2004
Benedictine University
MBA
2007 — 2010

Skills

Process Improvement
Management
Team Building
User Acceptance Testing
Entrepreneurship
Writing
Testing
Visio
Customer Service
Requirements Gathering
Insurance
Data Analysis
Requirements Analysis
Business Analysis
Business Process
Editing
Microsoft Excel
Pmp
Leadership
Software Documentation
Sdlc
Strategy, Innovation and Entrepreneurship
Strategic Planning
Analytics
Vendor Management
Research
Marketing
Project Planning
Systems Analysis
Business Process Improvement
Strategy
Program Management
Analysis
Project Management
Healthcare

Contact information

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Current company

Pioneer Financial

Financial Services · 63 employees · Founded 2005 · New York, New York, United States

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/

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About Kathy Lahr

Experience

Investment Operations

Education

University of Illinois at Chicago

Benedictine University

Skills

Find verified contacts for anyone on LinkedIn