Loic Lemener Email & Phone Number
President @ Opus Wealth Management
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Loic Lemener Location
- Dallas, TX, US
Loic Lemener Work
- Member @ (March 2024 - Present)
- President @ (January 2015 - Present)
- Managing Principal @ (January 2005 - December 2014)
- Financial Product Wholesaler @ (June 2002 - June 2003)
- Investment Representative @ (December 2000 - June 2002)
Loic Lemener Education
- Southern Methodist University - Cox School of Business
Master of Business Administration (Accounting, Finance)
2007-2009 - University of Colorado Boulder
Bachelor of Science (Finance)
1996-2000 - Highland Park High School 1992-1996
Loic Lemener Skills
- Financial Planning
- Succession Planning
- Asset Protection
- Estate Planning
- Wealth
- Retirement
- Investments
- Wealth Management
- Retirement Planning
- Financial Planners
- Insurance
- Asset Management Programs
- Finance
- Portfolio Management
- Securities
- Financial Analysis
- Mutual Funds
- Management
- Asset Management
- Financial Modeling
- Series 7
- Asset Allocation
- Chartered
- Certified financial planner
- Estate plan
- Holistic Financial Planning
Loic Lemener Summary
- Loic Lemener, based in Dallas, TX, US, is currently a President at Opus Wealth Management. Loic Lemener brings experience from previous roles at Hampton, KPLL Private Wealth, Jackson National Life and Fidelity Investments. Loic Lemener holds a 2007 - 2009 Master of Business Administration in Accounting, Finance @ Southern Methodist University - Cox School of Business. With a robust skill set that includes Financial Planning, Succession Planning, Asset Protection, Estate Planning, Wealth and more. Loic Lemener has 2 emails and 3 mobile phone numbers on RocketReach.
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