Lorraine (Lo) is responsible for managing company day-today operations including HR, finance, and administration. Her focus for the last 20+ years has been in the financial industry managing various operations from HR, Trading Operations, Corporate, and administrative functions. She has amassed a wealth of knowledge from tackling complex challenges and sees each as a learning opportunity. Lo previously worked at Patriot Wealth Management and Avalon Advisors LLC. She holds a bachelor’s degree from the University of Houston – Downtown.
