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Lori Bivens
Lori Bivens
Vice President - Wealth Advisor | Bernstein Private Wealth Management
Houston, Texas, United States
Lori Bivens
Summary
Lori Bivens is a seasoned Vice President and Wealth Advisor at Bernstein Private Wealth Management, specializing in providing strategic financial guidance to high-net-worth individuals, including business owners and executives. With over 15 years of experience in the oil and gas sector, Lori has developed a robust expertise in corporate finance, M&A, and financial analysis. She holds an MBA from Rice University, where she graduated in the top 10% of her class, and a BBA in Finance from Texas State University, graduating summa cum laude. Lori's analytical skills are complemented by her strong interpersonal abilities, allowing her to build lasting relationships with clients. A passionate golfer and volunteer at the Masters Tournament, she balances her professional life with her enthusiasm for sports and community service. Her extensive experience in the energy industry equips her with unique insights into the financial complexities faced by clients in this sector.
Lori Bivens
Work Experience
Vice President - Wealth Advisor at
Bernstein Private Wealth Management
October 2023 - Present
Planning Manager at
Battalion Oil Corporation
February 2020 - April 2023
Planning Manager at
Halcon Resources Corporation
September 2019 - February 2020
Strategic Account Manager at
Aucerna (now part of Quorum Software)
May 2019 - September 2019
Project Manager - Enterprise Resource Planning at
EP ENERGY
May 2018 - May 2019
Principal Financial Analyst - Investor Relations at
EP ENERGY
June 2017 - May 2018
Principal Financial Analyst - Permian and Altamont Divisions at
EP ENERGY
October 2014 - June 2017
Staff Financial Analyst - Permian Division at
EP ENERGY
January 2012 - October 2014
Senior Financial Planning Analyst - Midstream Commerical Development at
EL PASO
January 2011 - January 2012
Strategic Planning Analyst - Corporate Financial Planning and Analysis at
EL PASO
June 2009 - January 2011
Lori Bivens
Education
Jones Graduate School of Business, Rice University, Master Of Business Administration (M.B.A.)
January 2015 - January 2017
Texas State University, Bachelor Of Business Administration
January 2006 - January 2009
Frequently Asked Questions about Lori Bivens
What is Lori Bivens email address?
Lori Bivens's primary email address is *******@battalionoil.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Lori Bivens work for?
Lori Bivens is a Vice President - Wealth Advisor at Bernstein Private Wealth Management, a company specializing in Monetary Authorities-Central Bank.
Where Lori Bivens graduated from?
Lori Bivens holds a degree in from Jones Graduate School of Business, Rice University.
How can I directly contact Lori Bivens?
To contact Lori Bivens directly, you can use the email address *******@battalionoil.com. Complete contact information is available upon registration with Muraena.
Who is Lori Bivens?
Lori Bivens is a seasoned Vice President and Wealth Advisor at Bernstein Private Wealth Management, specializing in providing strategic financial guidance to high-net-worth individuals, including business owners and executives. With over 15 years of experience in the oil and gas sector, Lori has developed a robust expertise in corporate finance, M&A, and financial analysis. She holds an MBA from Rice University, where she graduated in the top 10% of her class, and a BBA in Finance from Texas State University, graduating summa cum laude. Lori's analytical skills are complemented by her strong interpersonal abilities, allowing her to build lasting relationships with clients. A passionate golfer and volunteer at the Masters Tournament, she balances her professional life with her enthusiasm for sports and community service. Her extensive experience in the energy industry equips her with unique insights into the financial complexities faced by clients in this sector.
Lori`s contact details
*******@battalionoil.com
***********@elpaso.com
***********@epenergy.com
***********@bernstein.com
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