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. 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 3 emails and 2 mobile phone numbers on RocketReach.
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