Lori Mayfield
Chief Financial Officer, REIT Funding, LLC and REIT Administration, LLC; Financial and Operations Principal, H&L Equities, LLC
Lori Mayfield focuses on our existing REIT clients, facilitating their shareholder dividend payments, redemptions, Form 1099-DIV and other tax filings, support for REIT compliance testing, and audit inquiries. She also provides oversight for all corporate financial functions, including cash management, payroll, Human Resources, tax, and FINRA financial reporting.
Lori’s licenses include: Series 27, Financial and Operations Principal; Series 7 and Series 63, General Securities Representative; Series 79, Limited Representative – Investment Banker; Certified Management Accountant (CMA); Certified Financial Manager (CFM); and Certified Internal Auditor (CIA). She is also a member of the Institute of Management Accountants and is registered with FINRA.
Prior to joining REIT Funding and H&L Equities in 2006, Lori served in several financial positions with BellSouth and MCI Telecom, was a consultant with North Highland, and was Controller of StillPoint Advisors, and CFO of StillPoint Wealth Management. She earned a BS in Economics from Vanderbilt University and her MBA in Finance and Accounting from Vanderbilt’s Owen Graduate School of Management.