Lori L. Thoeny, CFP®, CTFA
Chief Strategy Officer at Cumberland Trust
📍 Nashville, Tennessee, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
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Experience
31 Years
Current Role
Chief Strategy Officer
Job Level
Leadership
Location
Nashville, Tennessee, United States
Personality Overview
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Priorities
Topics Lori cares about
Strategic Priorities
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Career
Work history
12-2022
Chief Strategy Officer
Cumberland Trust
11-2020 - 12-2022
Senior Vice President & Managing Director, Corporate Strategy
Cumberland Trust
7-2008 - 11-2020
Senior Vice President & Trust Officer
Cumberland Trust
5-2004 - 4-2006
Private Wealth Management/ Institutional Sales
Merrill Lynch
7-2000 - 5-2004
Vice President/ Institutional Fixed Income
Morgan Keegan & Company
In the press
Media appearances
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Education
1987 - 1992
Education details unavailable
Western Kentucky University
Center for Executive Education/ Financial Planning
Belmont University
Social presence
Other Cumberland Trust Employees
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