Lori Spangard in

Lori Spangard

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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.

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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.
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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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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