Lori Montgomery in

Lori Montgomery

Questioner · DISC type c
VP, Organizational Financial Wellness Consultant at PNC
📍 Greater Indianapolis, United States

Lori is a Vice President at PNC, specializing in organizational financial wellness. With over 14 years at the company, she has a strong background in finance and sales management. She is deeply committed to helping her clients and finds great passion in coaching and developing her colleagues.

Outside of her professional role, Lori is actively involved in community and health-focused initiatives. She supports women in business and participates in awareness campaigns such as Go Red for Women’s “National Wear Red Day, ” promoting heart health within the community.

She has a declared passion for coaching and helping others develop their professional skills.

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Experience
25 Years
Current Role
VP, Organizational Financial Wellness Consultant
Job Level
Senior
Location
Greater Indianapolis, United States
Personality Overview

How Lori shows up

Price-Sensitive
Systematic
Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Lori cares about

Financial Wellness
Her current role as an Organizational Financial Wellness Consultant at PNC is dedicated to this topic, and she uses related hashtags in her professional posts.
Coaching & Development
She explicitly states that coaching is a personal passion and a key part of her long career at PNC.
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Career

Work history

10-2022
VP, Organizational Financial Wellness Consultant
PNC
1-2019
Vice President, Branch Manager
PNC
3-2011 - 2019
Vice President, Business Banking Center Manager
PNC
3-2006 - 3-2011
Loan Officer, Manager
Beacon Credit Union
5-2000 - 2-2006
Real Estate Agent, Closing Agent
Metz Title Company
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1985
Education details unavailable
Wabash High School
Education details unavailable
Ivy Tech Community College
Education details unavailable
Ivy Tech Community College-Kokomo
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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