About me.
I’m the founder of LORA Concepts Inc. and a Financial Services Talent and Onboarding Consultant.
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With nearly two decades of experience in financial services, I’ve seen first hand what sets new hires up for success and what holds them back. Throughout my corporate career, I played a direct role in onboarding, from hiring and training employees to designing workshops and structured programs for cohorts of new hires.
I know what great onboarding looks like. I also know the costly mistakes organizations make when they don’t get it right.
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Today, I help financial services firms strengthen their talent pipeline by improving how they onboard, develop, and retain employees. My consulting and training focus on setting new hires up for success, equipping managers to lead effectively, and building the professional skills employees need to thrive in a high-performance environment.
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I’m also writing a book to help financial services managers navigate the changing workplace and better support and relate to today's young professionals.
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I love solving challenges, creating clarity, and helping people grow.
That’s what drives my work.
If you’re looking for smarter ways to develop and retain talent, let’s connect.
I am guided by the following principles, which are the inspiration for my company name.
L
Leadership.
O
Openness.
R
Resilience.
A
Authenticity.
Who I work with
I partner with financial services firms, including banks, credit unions, wealth management firms, insurance companies, investment firms, mortgage brokerages, private equity firms, and fintech, that want to strengthen how they onboard, develop, and retain employees. My clients understand that hiring great people is only the first step and that setting them up for success is what drives long-term performance and engagement.
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I help organizations create stronger alignment between new hires and their managers, ensuring both feel equipped to work together effectively. Through optimized onboarding, tailored professional development strategies, and inspiring keynotes, I help firms reduce friction, improve retention, and build high-performing teams.
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Beyond onboarding, I also work with employees at all levels to refine the professional skills that drive success in financial services, whether it’s communicating with impact, managing relationships, or navigating high-pressure situations with confidence. Additionally, I offer private one-on-one sessions to help individuals deepen their skills, tackle workplace challenges, and develop the confidence to lead and thrive in their careers.