Lori Dillingham is senior director of vendor analysis based in Clarkston, MI.
Lori joined CAPTRUST in 2013 and is currently a senior director of the firm’s vendor analysis team, responsible for assisting CAPTRUST’s clients with vendor search and selection, and benchmarking service provider fees. Prior to joining the firm, Lori worked as a director of retirement plan operations for Freedom One Financial.
Lori received a Bachelor of Science degree in finance from Oakland University and a Master of Management degree from Walsh College. She holds the Qualified 401(k) Administrator, Qualified 401(k) Consultant, and Qualified Pension Administrator designations
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Education
- Bachelor of Business Administration degree in finance from Oakland University
- Master of Management degree in finance from Walsh College
Industry Designations
- Qualified 401(k) Administrator
- Qualified Pension Administrator
- Qualified 401(k) Consultant
Memberships
- Member, American Society of Pension Professional & Actuaries (ASPPA)
Awards & Recognition
- CAPTRUST Innovation Award | 2013
- CAPTRUST Step-up Award | 2016
