Lorri Mehaffey is the president of EPSIIA and directs the company’s overall strategic direction and product development activities. Prior to joining EPSIIA, Lorri served as Senior Vice President - Client Management, Fiserv Securities, Inc., and was a member of the Executive Committee charged with strategic planning and shareholder value. Previously, Lorri was President of Fiserv Investor Services, Inc., a broker dealer in Houston, Texas where she structured new business and accounting models to better manage for growth and control. She also led the launch of FISCentral, a proprietary intranet/extranet duo where employees and clients could search for and maintain information. Prior to Fiserv Investor Services, Lorri served as President of AEGON USA Securities, Inc., a broker dealer and registered investment advisor. Lorri was responsible for several types of clients, including institutional, independent, dual employee bank programs, insurance agents, registered investment advisors and money managers. Lorri is a former member of The NASD District 4 Committee, The NASD District Business Conduct Committee, and The National Society of Compliance Professionals. Lorri has completed the Securities Industry Institute at Wharton and holds Series 7, 63, 24 and 27 securities licenses. She is also the recipient of the YMCA Tribute to Women of Achievement Award and the TWCA Outstanding Company Impact Award. |