Linda Lorenz Email & Phone Number
Portfolio Accounting Manager @ Heartland Advisors, Inc.
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Linda Lorenz Location
- Thiensville, WI, US
Linda Lorenz Work
- Portfolio Accounting Manager @ (January 2014 - Present)
- Operations Specialist @ (September 2012 - November 2013)
- Advent Specialist @ (April 2007 - September 2012)
- Accountant and Database Administrator @ Peck & Associates (May 1986 - May 2006)
Linda Lorenz Education
- Milwaukee Area Technical College
Associates (Business)
Linda Lorenz Skills
- Advent
- Investments
- Financial Analysis
- Strategic Financial Planning
- Accounting
- Microsoft Excel
- Financial Reporting
- Financial Accounting
- Microsoft Office
- Financial Modeling
- Mutual Funds
- Equities
- SQL
- Microsoft SQL Server
- Customer Service
- Account Management
- Database Administration
Linda Lorenz Summary
- Linda Lorenz, based in Thiensville, WI, US, is currently a Portfolio Accounting Manager at Heartland Advisors, Inc.. Linda Lorenz brings experience from previous roles at Heartland Advisors, Inc., Vogel Consulting Group and Peck & Associates. Linda Lorenz holds a Associates in Business @ Milwaukee Area Technical College. With a robust skill set that includes Advent, Investments, Financial Analysis, Strategic Financial Planning, Accounting and more. Linda Lorenz has 2 emails and 2 mobile phone numbers on RocketReach.
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