Larry Lotwin Email & Phone Number

Director of Sales @ UX Wealth

5 free lookup(s).

Larry Lotwin Location

Carlsbad, CA, US

Larry Lotwin Work

2021 - now Director of Sales @ UX Wealth
2020 - 2021 Senior Vice President @ Alphastar Capital Management, LLC
2019 - 2020 Regional Business Consultant @ AssetMark
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2017 - 2019 Regional Business Consultant @ Global Financial Private Capital, LLC
2015 - 2017 Managing Director @ John Hancock Financial Services
2002 - 2015 Senior Regional Business Consultant @ Curian Capital
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1997 - 2002 Branch Manager @ Prudential Securities
1996 - 1997 Consultant @ Portfolio Management Consultants (PMC)
1994 - 1995 Regional Director @ The Hartford
1983 - 1984 business analyst @ dun & bradstreet

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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

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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.

Larry Lotwin Emails

Found 2 emails

Larry Lotwin Phone Numbers

Found 2 phone numbers

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