Jack Lorenz Email & Phone Number
Chief Executive Officer
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Jack Lorenz Location
- Irvine, CA, US
Jack Lorenz Work
- Chief Executive Officer @ Happy Headrest LLC (January 2020 - Present)
- Vice President @ (January 2013 - January 2020)
- Financial Consultant @ (January 2011 - January 2013)
- VP @ (April 2006 - May 2011)
- VP, Financial Advisor @ (January 2001 - January 2003)
- VP, Branch Manager @ (January 1994 - January 2001)
Jack Lorenz Education
- California State University, Los Angeles
MBA (Finance)
1984-1987 - Stanford University
BA (Economics)
1975-1979 - Corona Del Mar High School 1971-1975
Jack Lorenz Skills
- Family Office
- Retirement Planning
- Investments
- Risk Management
- Strategic Financial Planning
- Asset Allocation
- Financial Advisory
- Portfolio Management
- Equities
- Asset Managment
- High Net Worth Individuals
- Wealth Management
- Asset Management
- Series 7
- Investment Advisory
- Finance
- 401k
- Alternative Investments
- Capital Markets
- ETFs
- Due Diligence
- Employee Benefits
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- Fixed Income
- Hedge Funds
- Investment Strategies
- Management
- Mutual Funds
- Private Equity
- Securities
- Series 63
- Series 65
- Services
- Marketing
- Tax
- Business Development
- Team Building
- Strategic Planning
- Edge
Jack Lorenz Summary
- Jack Lorenz, based in Irvine, CA, US, is currently a Chief Executive Officer at Happy Headrest LLC. Jack Lorenz brings experience from previous roles at Merrill Lynch, Tax & Financial Group, Charles Schwab and UBS. Jack Lorenz holds a 1984 - 1987 MBA in Finance @ California State University, Los Angeles. With a robust skill set that includes Family Office, Retirement Planning, Investments, Risk Management, Strategic Financial Planning and more. Jack Lorenz has 1 emails and 1 mobile phone numbers on RocketReach.
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