Julie Lorenz Email & Phone Number

Julie Lorenz Email & Phone Number

Paraplanner and Client Service Specialist @ LPL Financial

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Julie Lorenz's Location

Saint Paul, MN, US

Julie Lorenz's Work

Julie Lorenz's Education

  • University of Minnesota Duluth

    BAc (Accounting, Spanish)

    1982 - 1987

Julie Lorenz's Skills

  • Tax Research
  • Venture Capital
  • Trusts
  • CPA
  • Tax Preparation
  • High Net Worth Individuals
  • Accounting
  • Tax
  • Tax Law
  • Financial Planners

Julie Lorenz's Summary

Julie Lorenz, based in Saint Paul, MN, US, is currently a Paraplanner and Client Service Specialist at LPL Financial, LLC, bringing experience from previous roles at Waycrosse, Inc and Baker Tilly Virchow Krause, LLP. Julie Lorenz holds a 1982 - 1987 BAc in Accounting, Spanish @ University of Minnesota Duluth. With a robust skill set that includes Tax Research, Venture Capital, Trusts, CPA, Tax Preparation and more, Julie Lorenz contributes valuable insights to the industry. Julie Lorenz has 3 emails and 1 mobile phone number on RocketReach.
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