Overview
Lori Brisbois currently serves as the Vice President of Sales at OneVest, a company focused on cutting-edge wealth management technology. Based in Tampa, Florida, Lori adds strong sales and leadership expertise to OneVest's expanding team.
Professional Background
Lori brings over two decades of experience in financial technology sales to OneVest. Prior to joining OneVest in May 2024, Lori held various influential positions at InvestCloud, where she notably ended her tenure as the SVP, Head of Sales, Midmarket. Her career also includes key roles at LightPort. Lori's extensive background in sales is further supplemented by her ability to foster robust client relationships and spearhead business growth initiatives.
Current Role at OneVest
In her current role at OneVest, Lori is responsible for leading the company’s sales efforts across the United States. Her strategic leadership aims to drive OneVest's market expansion and execute its growth strategies. Lori's seasoned expertise is anticipated to significantly accelerate OneVest’s expansion and enhance its market presence in North America.
Education
Lori holds a Bachelor's Degree from the University of South Florida College of Arts and Sciences, where she graduated with honors. Her academic background ensures a solid foundation in arts and sciences, further supporting her professional proficiencies.
Notable Skills and Achievements
- Sales and Relationship Management: With 24 years of experience, Lori has honed her abilities in sales and relationship management within the financial services sector.
- Leadership Roles: Lori’s substantial leadership roles at InvestCloud, LightPort, and now OneVest, emphasize her capability in steering sales teams and driving significant business results.
- Robust Skill Set: Lori’s skill set includes competencies in portfolio management, client acquisition, and securing high-value partnerships.
Industry Impact and Future Outlook
Lori’s addition to OneVest is a strategic move by the company to bolster its sales team with high-caliber talent. OneVest is poised to capitalize on emerging opportunities within the wealth management technology landscape, leveraging Lori's extensive industry knowledge and leadership capabilities.
By integrating experienced professionals like Lori, OneVest demonstrates its commitment to innovation and growth, promising a stronger market position and enhanced service delivery in the near future.
