Jim Lorenz Email & Phone Number
Financial Consultant @ Fidelity Investments
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Jim Lorenz Location
- Portsmouth, NH, US
Jim Lorenz Work
- 2021 -now Financial Consultant @
- 2018 -2021 Private Wealth Planning Consultant @
- 2016 -2018 Director @
- 2014 -2016 Director, Portfolio Advisory Services @
- 2012 -2014 Branch Service Manager, Back Bay Investor Center @
- 2007 -2012 Regional Client Manager, Portfolio Advisory Services @
- 2004 -2007 Senior Relationship Manager, Portfolio Advisory Services @
- 1999 -2004 Manager @
- 1996 -1999 Financial Services Representative @
Jim Lorenz Education
- Roger Williams University
BS (Business Administration)
1983-1987
Jim Lorenz Summary
- Jim Lorenz, based in Portsmouth, NH, US, is currently a Financial Consultant at Fidelity Investments. Jim Lorenz brings experience from previous roles at Fidelity Investments and Fidelity Charitable. Jim Lorenz holds a 1983 - 1987 BS in Business Administration @ Roger Williams University. Jim Lorenz has 1 emails and 1 mobile phone numbers on RocketReach.
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