ABOUT

Ori Yehezkely plays a critical role in developing and establishing ARI Financial’s presence in the Middle East. As a Sr. Financial Strategist, she develops personalized financial strategies to optimize clients’ financial well-being and manages the underwriting process. Ori provides comprehensive support in a timely manner while actively supporting her colleagues to achieve shared success.

Ori joined ARI as an In-force Assistant, quickly mastering the intricacies of the business and operations. In this role, she supported all in-force policies, including preparing detailed performance reviews for client annual meetings. She soon advanced to New Business Manager, responsible for overseeing the underwriting process by requesting essential data, including all medical information on clients. Her responsibilities included working with carriers to obtain physicians’ medical records, completing formal applications, and ensuring the submission of all pertinent information.

Ori holds a Bachelor of Arts in Psychology from the University of Rochester. She has been an active member of her community, working with underserved youths who have experienced trauma, providing therapeutic support systems. Born in Israel and fluent in Hebrew and English, Ori moved to the United States at the age of nine.

Beyond her professional achievements, Ori is also known as ARI’s official baker. Passionate about baking, she often treats her co-workers to delicious cakes, bringing a touch of sweetness to the workplace.