Lori Aest

Gig Harbor, Washington

Director Of Marketing And Business Development, Heritage Wealth Advisors, Ameriprise

Experience at:
Heritage Wealth Advisors, Ameriprise, Integrated Financial Services, Sound Mortgage Inc

I’m interested in mentoring people from:

    Lori Aest
    Where I've Worked

    Mar 2019 – Present

    Director Of Marketing And Business Development

    Heritage Wealth Advisors, Ameriprise

    Aug 2017 – Feb 2019

    Director of Operations

    Heritage Wealth Advisors, Ameriprise

    Jun 2010 – Jul 2017

    Director of Operations & Client Service

    Integrated Financial Services

    Jul 2007 – Jun 2010

    Mortgage Loan Processor

    Sound Mortgage Inc

    Aug 2002 – Jun 2007

    Senior Sales Associate

    Long Beach Mortgage Company, WAMU
    Chase Home Finance logo

    Feb 2000 – Aug 2002

    Funding Manager / Underwriter

    Chase Home Finance

    Jun 1999 – Jan 2000

    District Manager

    Deutsche Financial Services

    May 1998 – May 1999

    Retail Mortgage Underwriter

    GreenTree Mortgage Services

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    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Studied


    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    Ask Me for a Referral

    Heritage Wealth Advisors, Ameriprise

    In the Media

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