Larry Lotwin Email & Phone Number
Director of Sales @ UX Wealth
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Larry Lotwin Location
- Carlsbad, CA, US
Larry Lotwin Work
- Director of Sales @ (May 2021 - Present)
- Senior Vice President @ (March 2020 - May 2021)
- Regional Business Consultant @ (April 2019 - January 2020)
- Regional Business Consultant @ Global Financial Private Capital, LLC (June 2017 - April 2019)
- Managing Director @ (April 2015 - May 2017)
- Senior Regional Business Consultant @ (May 2002 - April 2015)
- Branch Manager @ Prudential Securities (January 1997 - January 2002)
- Consultant @ Portfolio Management Consultants (PMC) (January 1996 - December 1997)
- Regional Director @ (January 1994 - December 1995)
- business analyst @ dun & bradstreet (January 1983 - January 1984)
Larry Lotwin Education
- California State University, Northridge
(Business Administration and Management)
1980-1983
Larry Lotwin Skills
- Alternative Investments
- Series 63
- Investments
- Investment Advisory
- Series 7
- Retirement Planning
- Wealth Management
- Mutual Funds
Larry Lotwin Summary
- Larry Lotwin, based in Carlsbad, CA, US, is currently a Director of Sales at UX Wealth. Larry Lotwin brings experience from previous roles at Alphastar Capital Management, LLC, AssetMark, Global Financial Private Capital, LLC and John Hancock Financial Network/ Pacific Financial Partners. Larry Lotwin holds a 1980 - 1983 California State University, Northridge. With a robust skill set that includes Alternative Investments, Series 63, Investments, Investment Advisory, Series 7 and more. Larry Lotwin has 2 emails and 1 mobile phone numbers on RocketReach.
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