Lori Brisbois

EVP, Head of Wealth Sales @Communify

Tampa, FL, US
EMAILS
l••••••••@communify.com
MOBILE NUMBERS
+17•••••••48

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WORK HISTORY

Aug 2025 — Present

EVP, Head of Wealth Sales @Communify

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Tampa, FL, US

Communify is the leading Financial AI, Digital & Data Solutions company. Our mission is to deliver precise insights and add mass value to investors and investment professionals by unifying the communication of market & client data with our mature and trusted knowledge bases, digital apps, chat and AI Stories. Communify’s Knowledge Base of unique data feeds powers Communify’s advanced AI capabilities for the next generation of communication, automation and management of financial data. Whether you are just starting your digital journey or well on your way, Communify is the innovation partner that can help you take it to the next level. To learn more about Communify, visit

EDUCATION

1996 — 1998

University of South Florida College of Arts and Sciences

Bachelor's Degree

N/A

University of South Florida

Bachelor's degree, Women's Studies

SKILLS

LeadershipLead GenerationAsset ManagementSales ExecutionSales ManagementSales GrowthProduct DemonstrationAccount ManagementB2bRelationship ManagementConsultingDisaster RecoveryCustomer-FacingExecutive ManagementSolution SellingSalesSaasPartner ManagementManagementCustomer SatisfactionFinanceSales ProcessFinancial ServicesBusiness DevelopmentC-Level Sales ExperienceCustomer ServiceCloud ComputingSalesforce.comRelationship DevelopementStrategic PartnershipsPortfolio ManagementStart-UpsC Level Selling

ABOUT LORI BRISBOIS

26 years of sales and relationship management experience in the financial services industry with a focus on technology solutions and services. I have held senior positions in sales and relationship management. These roles have provided experience working with \"C\" level decision makers across a diverse set of financial verticals. These include some of the industries largest Asset Managers, RIA\'s, Hedge Funds, and Family Offices.

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