Lorry Desantis Email & Phone Number
Client Management Consultant @ CAPTRUST
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Lorry Desantis Location
- Raleigh, NC, US
Lorry Desantis Work
- 2018 -now Client Management Consultant @
- 2017 -2018 Transition Specialist @ Outsource Transition Specialist
- 2011 -2017 Senior Vice President @
- 2010 -2011 Divisional VP @ SunAmerica
- 2007 -2008 National Sales Manager @
- 2002 -2006 Regional VP @ Nationwide Financial
- 2006 -2006 VP Global Welath Managment Group @
- 1996 -2001 Regional VP @
Lorry Desantis Education
- Northeastern University
(Business Management)
Lorry Desantis Skills
- Retirement Planning
- Series 63
- Wealth Management
- Alternative Investments
- Microsoft Excel
- Insurance
- Change Management
- Series 7
- Customer Service
- Fixed Annuities
- Asset Management
- Asset Allocation
- Investments
- Strategic Planning
- Financial Services
- Series 6
- Mutual Funds
- Microsoft Office
- Retirement
- 401k
- Variable Annuities
- Management
- Training
- Account Management
- Sales
- Financial Planning
- Sales Management
- Securities
Lorry Desantis Summary
- Lorry Desantis, based in Raleigh, NC, US, is currently a Client Management Consultant at CAPTRUST. Lorry Desantis brings experience from previous roles at Outsource Transition Specialist, Weston Banks Wealth Partners, SunAmerica and Imperial Finance & Trading. Lorry Desantis holds a Northeastern University. With a robust skill set that includes Retirement Planning, Series 63, Wealth Management, Alternative Investments, Microsoft Excel and more. Lorry Desantis has 2 emails and 1 mobile phone numbers on RocketReach.
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Lorry Desantis
Client Management Consultant
Raleigh, NC, US
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