Peter Loritz's Location
Fort Collins, CO, US
Peter Loritz's Work
- Chief Fiduciary Officer @ Trail Ridge Wealth Management
- Director, Private Client Services @ FNBO
- Senior Advisor, Assistant Vice President, Trust Services @ FNBO
- Claims Adjuster @ Progressive Insurance
Peter Loritz's Education
- Cannon Financial Institute2007 - 2010
- University of Denver
Doctor of Jurisprudence (Law)
2003 - 2006 - University of Wisconsin - Madison
Bachelor of Business Administration (Banking, Finance)
1997 - 2001
- University of Wisconsin - Madison
(Business)
Peter Loritz's Skills
- Estate Planning
- Management
- Personal Injury
- Mortgage
- Risk Management
- Trust Services
- Trusts
- Finance
- Services
- Financial Analysis
Peter Loritz's Summary
Peter Loritz, based in Fort Collins, CO, US, is currently a Chief Fiduciary Officer at Trail Ridge Wealth Management, bringing experience from previous roles at First National Bank of Omaha and Progressive Insurance. Peter Loritz holds a 2007 - 2010 Cannon Financial Institute. With a robust skill set that includes Estate Planning, Management, Personal Injury, Mortgage, Risk Management and more, Peter Loritz contributes valuable insights to the industry. Peter Loritz has 2 emails on RocketReach.
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Top Trail Ridge Wealth Management Employees
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Mark Kerwood
Chief Financial Officer and Investment Strategist at Trail Ridge Wealth Management
Fort Collins, CO, US51 -
21
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ViewMichael Stefani
Senior Vice President at Trail Ridge Wealth Management
New York, New York, United States11 -
1
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