Lori Rodgers
Senior Tax Manager
- Role
- Senior Manager at PwC
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Lori Rodgers
I’m a trusted advisor and Wealth Strategist who enjoys listening to my clients and…
Experience
Senior Manager
Feb 2024 — Present · Pittsburgh, PA, US
Education
Duquesne University
MBA, Finance, General
1998 — 2000
The Ohio State University Fisher College of Business
Executive Certificate in Financial Planning, Financial Planning and Services
2016 — 2016
Penn State University
BS, Finance
1990 — 1994
Skills
- Employee Benefits
- Asset Allocation
- Cash Flow Analysis
- Tax Preparation
- Portfolio Management
- Cash Flow
- Financial Services
- Financial Planning
- Diversity & Inclusion
- Insurance Planning
- Charitable Remainder Trusts
- Estate Planning
- Diversity Champion
- Investment Management
- Microsoft Word
- Strategic Financial Planning
- Auditing
- Investments
- Wealth Management
- Charitable Trusts
- High Net Worth Individuals
- Problem Solving
- Charitable Giving
- Tax
- Financial Analysis
- Estate & Gift Taxation
- Microsoft Office
- Financial Planners
- Retirement Planning
- Wealth
- Word
- Compliance
- Powerpoint
- Income Tax
- Management
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