Lori Spangard in

Lori Spangard

Evaluator · DISC type SCD
Sr. Director - Product & Strategy, Ally Invest at Ally
📍 Charlotte Metro, United States

Lori Spangard is a strategic leader at Ally with over 20 years in financial services, specializing in brokerage, banking strategy, and client experience. A graduate of UNC-Chapel Hill with Series 7 & 24 licenses, colleagues describe her as an innovative, professional, and excellent communicator, currently leading product and strategy for Ally Invest.

Her unique accomplishment includes authoring a white paper that forecasted the 2008 mortgage crisis, which was referenced on the front page of The Wall Street Journal.

Read the full overview →
Experience
18 Years
Current Role
Sr. Director - Product & Strategy, Ally Invest
Job Level
Senior
Location
Charlotte Metro, United States
Personality Overview

How Lori shows up

Fast But Analytical
Thorough Evaluator
Quality Focused

They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Lori cares about

Human + Digital Advice
She recently led the launch of Ally's first wealth management service that combines dedicated human advisors with a seamless digital platform, emphasizing the firm's "digital DNA".
Wealth Management
Her team recently launched Ally Invest Wealth Management, a major initiative to provide financial planning and advice to clients, a project she proudly announced and has spoken about publicly.
+4 more topics Login to view topics
Career

Work history

8-2019
Sr. Director - Product & Strategy, Ally Invest
Ally
4-2019 - 8-2019
Sr. Director - CX & Usability Research
Ally
2-2016 - 4-2019
Director - CX & Usability Research
Ally
4-2007 - 1-2012
Founder
Terrace Blue
Marketing Manager
HSBC/Decision One
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1994 - 1998
School of Journalism
The University of North Carolina at Chapel Hill
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

Other Ally Employees

Explore more public profiles from related professionals.

Travon Mayo
Travon Mayo
Cloud Engineer -Platform Engineering
Ally
 Skoti Sousa
Skoti Sousa
Digital Product Manager
Ally
 Nick Vega
Nick Vega
Principal Network Engineer – Fortinet SME
Ally

More profiles

Discover additional public profiles from our index.

Nick McMichael
Nick McMichael
Senior Plant Director
Danone
 Conor O'Keiff
Conor O'Keiff
Managing Director, Technology Finance / Middle Market Lending
Ally
 Justin Rice, CPA, CISA, CDPSE
Justin Rice, CPA, CISA, CDPSE
Technology Delivery Director
Ally
 Caroline Beacham
Caroline Beacham
User Research Manager - East Coast
Wells Fargo
Unlock the full playbookSee exactly how to sell to Lori. Free, 10 seconds.