Coco Lorenzo Email & Phone Number
Partner, Director of Client Services @ Monograph Wealth
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Coco Lorenzo Location
- Los Angeles, CA, US
Coco Lorenzo Work
- Partner, Director of Client Services @ (July 2022 - Present)
- Wealth Strategist and Head Of Client Services @ (January 2018 - July 2022)
- V.P. Client Services and Operations @ (July 2009 - January 2017)
- Private Client Coordinator @ (October 2002 - June 2009)
- Brokerage Assistant @ (October 2004 - October 2005)
- Administrative Assistant @ (November 2000 - May 2002)
Coco Lorenzo Education
- UC Santa Barbara
BA (Psychology)
1996-2000
Coco Lorenzo Skills
- Relationship Management
- Investments
- Investment Advisory
- Retirement Planning
- Employee Benefits
- Equities
- Fixed Income
- 401k
- Wealth Management
- Portfolio Management
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Publisher
- Variable Annuities
- Fixed Annuities
- Mutual Funds
- Financial Planning
- Client Services
Coco Lorenzo Summary
- Coco Lorenzo, based in Los Angeles, CA, US, is currently a Partner, Director of Client Services at Monograph Wealth. Coco Lorenzo brings experience from previous roles at Monograph Wealth, Stonemark Wealth Management, Tower Asset Management and Wells Fargo. Coco Lorenzo holds a 1996 - 2000 BA in Psychology @ UC Santa Barbara. With a robust skill set that includes Relationship Management, Investments, Investment Advisory, Retirement Planning, Employee Benefits and more. Coco Lorenzo has 1 emails on RocketReach.
Looking for a different Coco Lorenzo?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co