Lori Larson
About Lori Larson
Lori Larson is a Client Executive with extensive retirement plan knowledge, currently serving at Transamerica in the Greater Minneapolis-St. Paul Area since 2018. She has held various leadership roles, including Vice President at Wells Fargo and Company for a total of 13 years, and possesses multiple professional designations.
Work at Transamerica
Lori Larson has been serving as a Client Executive at Transamerica since 2018. In this role, she focuses on providing retirement program solutions to clients in the Greater Minneapolis-St. Paul Area. Her extensive experience in retirement plan knowledge supports her efforts in meeting client needs effectively. Larson's position at Transamerica builds on her previous experience in the financial services industry, allowing her to leverage her skills in client management and retirement planning.
Work at Wells Fargo
Lori Larson has held multiple positions at Wells Fargo and Company, serving as Vice President from 1997 to 2006 and again from 2006 to 2011. During her tenure, she developed a strong foundation in retirement plans, which has been a significant aspect of her career. Her long-standing association with Wells Fargo highlights her commitment to the financial services sector and her expertise in managing client relationships.
Education and Expertise
Lori Larson earned her MBA from the University of St. Thomas, where she studied business from 1988 to 1990. Prior to that, she obtained a Bachelor's degree in Business Administration and Communications from Concordia College, studying from 1979 to 1983. In addition to her formal education, Larson holds multiple professional designations, including ASPPA designations CPC, QPA & QKA, CEBS, CRSP, FLMI, and Series 6 and 63, which enhance her expertise in retirement planning.
Background in Financial Services
Lori Larson has a diverse background in the financial services industry, beginning her career at Minnesota Mutual Life as Manager of Defined Contribution Services from 1983 to 1987. She then worked at US Bank as Vice President and Relationship Manager from 1987 to 1991. This extensive experience has equipped her with a comprehensive understanding of retirement services and client management, which she has applied throughout her career.