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LORI LOCH
Account Manager
Retirement Planning Department
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Lori Loch
As an Account Manager, Ms. Loch administers retirement plan accounts, responsible
for the day to day functions along with quarterly plan administrator meetings.
After graduating from the University of Wisconsin Platteville in 2002, Lori
was employed with Prudential Financial Services for 3 years as a Client
Consultant. Then spent a year with Diversified Investment Advisors as an
Account Consultant where she earned her Series 6 Securities License. Lori
is currently pursuing the QKA designation and has been with American Trust
since 2006.
