Kim Lorenz Email & Phone Number
Chief Compliance Officer @ Mercer Advisors
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Kim Lorenz Location
- Denver, CO, US
Kim Lorenz Work
- 2021 -now Chief Compliance Officer @
- 2017 -2021 Head of Compliance and Governance, BMO U.S. Wealth Management @
- 2015 -2017 National Head of Governance, U.S. Personal Wealth @
- 2015 -2015 Managing Director Governance and Regulatory Effectiveness @
Kim Lorenz Education
- Fort Lewis College
Bachelor of Arts (Business Administration)
1986-1990
Kim Lorenz Skills
- Banking
- Investments
- Investment Advisory
- Credit
- Private Banking
- Risk Management
- Portfolio Management
- Wealth Management
- Consumer Lending
- Commercial Lending
- Commercial Banking
- Loans
- Mergers & Acquisitions
- Finance
- Financial Risk
Kim Lorenz Summary
- Kim Lorenz, based in Denver, CO, US, is currently a Chief Compliance Officer at Mercer Advisors. Kim Lorenz brings experience from previous roles at BMO Harris Bank. Kim Lorenz holds a 1986 - 1990 Bachelor of Arts in Business Administration @ Fort Lewis College. With a robust skill set that includes Banking, Investments, Investment Advisory, Credit, Private Banking and more. Kim Lorenz has 5 emails and 1 mobile phone numbers on RocketReach.
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