Peter Loritz Email & Phone Number
Chief Fiduciary Officer @ Trail Ridge Wealth Management
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Peter Loritz Location
- Fort Collins, CO, US
Peter Loritz Work
- 2017 -now Chief Fiduciary Officer @
- 2016 -2017 Director, Private Client Services @
- 2007 -2015 Senior Advisor, Assistant Vice President, Trust Services @
- 2002 -2003 Claims Adjuster @
Peter Loritz Education
- Cannon Financial Institute 2007-2010
- 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 Skills
- Estate Planning
- Management
- Personal Injury
- Mortgage
- Risk Management
- Trust Services
- Trusts
- Finance
- Services
- Financial Analysis
- Investment Properties
- Retirement Planning
- Wealth Management
- Financial Planning
- Investment Management
- Wealth Management Services
Peter Loritz Summary
- Peter Loritz, based in Fort Collins, CO, US, is currently a Chief Fiduciary Officer at Trail Ridge Wealth Management. Peter Loritz brings 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 has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Peter Loritz
Peter Loritz
Chief Fiduciary Officer
Fort Collins, CO, US
Top Trail Ridge Wealth Management Employees
Mark Kerwood
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Fort Collins, CO, US
Peter Loritz
Chief Fiduciary Officer
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Jeff Kadavy
President and Chief Executive Officer
Denver, CO, US
Marie Pascell
Director Client Service and Operations
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Dan Beaty
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Fort Collins, CO, US
Joel Powell
IT Technical Coordinator
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John .
Trust Officer
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