Nicole Freeman-Lore
Operations Associate
Nicole has been with our firm for 3 years, starting as the receptionist before quickly being promoted to the Cashiering position. While working as the head cashier, she took over the Retirements department and remained doing both jobs until the transition with LPL. Her specialties were to process all Move Money requests, including, but not limited to, wire transfers (3rd party, foreign and non-USD), check requests, RMD distributions, bene/death distributions, retirement journal requests, QCD’S, Roth conversions and recharacterizations.
Before joining TIC/LPL, she was the Production Operations Supervisor for a bank in which she oversaw the running and maintaining of the entire operational system. She has 21 years of experience in finance and operational roles.
Nicole loves to travel, is a huge animal lover, her favorite color is black, and no surprise her favorite holiday is Halloween!