Coco Lorenzo is a high-skilled expert, who works in Monograph Wealth Advisors main office of which is in 88. as a Head of Client Services from 2018. This expert has earned professional experience in more than five positions at various companies. Coco Lorenzo went to the Uc Santa Barbara and got education from 1996 to 2000. Los Angeles, California is the area, where the professional was lastly known to settle. Their phone and email can be easily accessed through this website on demand.
Name variants:
Coco Lorenzo
Last updated Jul 08, 2024
Contact Information
Last Update
Jul 14, 2022
Email
cl**@monographwealth.com, ni**@hotmail.com
Location
Los Angeles, CA
Company
Monograph Wealth Advisors
Workplace
Head of Client Services
Work History
Head of Client Services
830 south Sepulveda Blvd SUITE 202, El Segundo, CA 90245
from Jan 2018
Vice President Client Services and Operations
201 south Lake Ave SUITE 509, Pasadena, CA 91101
Coco Lorenzo is the Vice President of Client Services and Operations for Stonemark Wealth Management. Coco heads the client service team, coordinates the client’s investment process and mana...
Jul 2009 — Jan 2017
Education
1996 — 2000
Occupations
Accountant
Finance and Accounting Specialist
Executive
Vice President
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Investments
Investment Advisory
Wealth Management
Portfolio Management
Retirement Planning
Equities
Employee Benefits
Fixed Income
401K
Relationship Management
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft Powerpoint
Microsoft Publisher
Variable Annuities
Fixed Annuities
Mutual Funds
Financial Planning
Client Services
FAQs about Coco Lorenzo
What's the profession of Coco Lorenzo?
This professional's job is Head of Client Services
What are the main profession of The professional?
These person's professions are Accountant and Finance and Accounting Specialist
Where does Coco Lorenzo currently live?
Los Angeles, California is the place where Coco Lorenzo currently lives
What is Coco Lorenzo's email?
Coco Lorenzo's email is cl**@monographwealth.com and ni**@hotmail.com.
How many companies did Coco Lorenzo work at?
The professional worked at five jobs.
Where has Coco Lorenzo studied?
Coco studied at the Uc Santa Barbara from 1996 to 2000.
What languages does Coco Lorenzo speak?
Coco Lorenzo speaks English.
Are there any professional industries, that Coco Lorenzo works in?
Coco works in Financial Services industry.