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 @ CAPTRUST
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2017 - 2018 Transition Specialist @ Outsource Transition Specialist
2011 - 2017 Senior Vice President @ Weston Banks Wealth Partners

2010 - 2011 Divisional VP @ SunAmerica
2007 - 2008 National Sales Manager @ Imperial Finance & Trading
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2002 - 2006 Regional VP @ Nationwide Financial
2006 - 2006 VP Global Welath Managment Group @ Morgan Stanley
1996 - 2001 Regional VP @ MFS Investment Management
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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

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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.

Lorry Desantis Emails

Found 2 emails

Lorry Desantis Phone Numbers

Found 3 phone numbers

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Lorry Desantis

Client Management Consultant at CAPTRUST

Raleigh, NC, US
2
- gmail.com
- captrust.com
3
- +1 919-832-XXXX
- +1 919-523-XXXX
- +1 704-542-XXXX

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