Lori S. Green

Lori is a strategic marketing professional and financial writer with over 25 years of middle-market investment banking experience. She has prepared over 750 marketing packages and worked on $3 billion in transactions across diverse industries. Her expertise in targeting communications to the investment community has resulted in hundreds of closed M&A and financing deals. Earlier in her career, Lori held Wall Street-based positions at Chase Manhattan Bank headquarters and at Globecon, a corporate finance training firm. She later worked in the Information Division of UNICEF HQ in NYC, authored several business books published by Simon & Schuster, and was a core contributor for several years to Horsesmouth.com, a provider of practice management services to financial advisors. Prior to joining AB&C, Lori served for 19+ years as SVP, Strategic Marketing at Woodbridge International, a middle-market M&A firm. She is based in Connecticut.