David Lorenzo's Location
Atlanta, GA, US
David Lorenzo's Work
- Financial Planner @ Yeomans Consulting Group, Inc.
- Senior Financial Advisor, Vice President @ Merrill Lynch
- Financial Advisor U.S. Trust, Vice President @ U.S. Trust
David Lorenzo's Education
- Duke University
Bachelor of Arts (B.A.) (Economics and Spanish)
1973 - 1977
David Lorenzo's Skills
- Estate Planning
- Series 63
- Team Building
- Banking
- Public Speaking
- Nmls Licensed And Safe Act Registered
- Accounting
- Georgia Life And Sickness Licensed
- Retirement Planning
- Financial Planning
David Lorenzo's Summary
David Lorenzo, based in Atlanta, GA, US, is currently a Financial Planner at Yeomans Consulting Group, Inc., bringing experience from previous roles at Merrill Lynch and U.S. Trust. David Lorenzo holds a 1973 - 1977 Bachelor of Arts (B.A.) in Economics and Spanish @ Duke University. With a robust skill set that includes Estate Planning, Series 63, Team Building, Banking, Public Speaking and more, David Lorenzo contributes valuable insights to the industry. David Lorenzo has 1 email and 1 mobile phone number on RocketReach.
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