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Lori Bivens

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Lori Bivens

Vice President - Wealth Advisor | Bernstein Private Wealth Management

Houston, Texas, United States

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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.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Lori Bivens

Work Experience

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Vice President - Wealth Advisor at

Bernstein Private Wealth Management

October 2023 - Present

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Planning Manager at

Battalion Oil Corporation

February 2020 - April 2023

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Planning Manager at

Halcon Resources Corporation

September 2019 - February 2020

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Strategic Account Manager at

Aucerna (now part of Quorum Software)

May 2019 - September 2019

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Project Manager - Enterprise Resource Planning at

EP ENERGY

May 2018 - May 2019

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Principal Financial Analyst - Investor Relations at

EP ENERGY

June 2017 - May 2018

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Principal Financial Analyst - Permian and Altamont Divisions at

EP ENERGY

October 2014 - June 2017

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Staff Financial Analyst - Permian Division at

EP ENERGY

January 2012 - October 2014

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Senior Financial Planning Analyst - Midstream Commerical Development at

EL PASO

January 2011 - January 2012

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Strategic Planning Analyst - Corporate Financial Planning and Analysis at

EL PASO

June 2009 - January 2011

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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

mail

*******@battalionoil.com

***********@elpaso.com

***********@epenergy.com

***********@bernstein.com

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