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 @ Trail Ridge Wealth Management
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2016 - 2017 Director, Private Client Services @ FNBO
2007 - 2015 Senior Advisor, Assistant Vice President, Trust Services @ FNBO

2002 - 2003 Claims Adjuster @ Progressive Insurance

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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)

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Peter Loritz Skills

Estate Planning
Management
Personal Injury

Mortgage
Risk Management
Trust Services
Trusts
Finance
Services
Financial Analysis

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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.

Peter Loritz Emails

Found 2 emails

Peter Loritz Phone Numbers

Found 2 phone numbers

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Top Trail Ridge Wealth Management Employees

Mark Kerwood

Chief Financial Officer and Investment Strategist at Trail Ridge Wealth Management

Fort Collins, CO, US
2
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- trailridgewm.com
4
- +1 970-305-XXXX
- +1 330-455-XXXX
- +1 970-980-XXXX
- +1 330-328-XXXX
Chad Jones

Principal, Chief Planning Officer at Trail Ridge Wealth Management

Fort Collins, CO, US
1
- trailridgewm.com
5
- +1 970-491-XXXX
- +1 970-443-XXXX
- +1 970-218-XXXX
- +1 303-264-XXXX
- +1 970-491-XXXX
Jack Mannschreck

Investment Operations Analyst at Trail Ridge Wealth Management

Fort Collins, CO, US
1
- trailridgewm.com

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