Lorry Desantis Email & Phone Number
Client Management Consultant @ CAPTRUST
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Lorry Desantis Location
- Raleigh, NC, US
Lorry Desantis Work
- Client Management Consultant @ (April 2018 - Present)
- Transition Specialist @ Outsource Transition Specialist (October 2017 - April 2018)
- Senior Vice President @ (June 2011 - January 2017)
- Divisional VP @ SunAmerica (April 2010 - March 2011)
- National Sales Manager @ (January 2007 - January 2008)
- Regional VP @ Nationwide Financial (February 2002 - May 2006)
- VP Global Welath Managment Group @ (January 2006 - January 2006)
- Regional VP @ (January 1996 - January 2001)
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 Business Management @ 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
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