Lori Saylor
New Accounts Representative
Lori Saylor is a New Accounts Representative in RIA Operations. She is responsible for reviewing and processing all new account paperwork for Charles Schwab, Goldman Sachs, and SEI accounts; performing data entry tasks for all new accounts; working with the administrative assistants to help maintain the accounts; processing address change requests; doing monthly production reporting; assisting with the quarter-end process; and providing assistance to the IARs with any questions they may have.
Lori earned a certificate in the Clerical program from Northeast Iowa Technical Institute.
She joined HKFS in January 2000.
HK Financial Services
3390 Asbury Road
Dubuque, IA 52002
563-582-2855