Joseph Lorenzo Location
Goshen, CT, US
Joseph Lorenzo Work
- 2025 - now VP Senior Relationship Manager @ Osaic
- 2023 - 2025 VP, Relationship Management, Director of Support Services @ Osaic
- 2018 - 2023 AVP, Associate Director of Operations @ Infinex Financial Group
- 2017 - 2018 Team Lead @ Infinex Financial Group
- 2015 - 2017 Investment Advisory Operations @ Infinex Financial Group
- 2014 - 2015 Financial Representative Intern @ Northwestern Mutual
Joseph Lorenzo Education
- Central Connecticut State University
Bachelor’s Degree (Finance, General)
2011 - 2015
Joseph Lorenzo Skills
- Leadership
- Teamwork
- Customer Service
- Finance
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Time Management
Joseph Lorenzo Summary
Joseph Lorenzo, based in Goshen, CT, US, is currently a VP Senior Relationship Manager at Osaic. Joseph Lorenzo brings experience from previous roles at Osaic and Infinex Financial Group. Joseph Lorenzo holds a 2011 - 2015 Bachelor’s Degree in Finance, General @ Central Connecticut State University. With a robust skill set that includes Leadership, Teamwork, Customer Service, Finance, Microsoft Excel and more. Joseph Lorenzo has 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Joseph Lorenzo?
Find contact details for 700 million professionals.
Others Named Joseph Lorenzo
-
13
-
Joseph Lorenzo
Marketing Director at Merchant Financing Leads
Deerfield Beach, FL, US12 -
Joseph Lorenzo
VP Senior Relationship Manager at Osaic
Goshen, CT, US25
Top Osaic Employees
-
Danny Noles
CEO and Founder-The Noles Group-Osaic Wealth at Osaic
Birmingham, AL, US12 -
Kristen Britt
Chief Financial Officer at Osaic
Scottsdale, AZ, US24 -
Neal Slafsky
Managing Director, Head of Office at Osaic
Fort Lauderdale, FL, US45+ -
Dalchand Laljit
Chief Administrative Officer (CAO) at Osaic
New York, NY, US25+ -
Amy Hamilton
Chief Administrative Officer at Osaic
Charlotte, NC, US33 -
Dimple Shah
Executive Vice President, Head of Corporate Strategy at Osaic
Rancho Santa Fe, CA, US22 -
Matthew Bassuk
Vice President Business Development at Osaic
San Diego, CA, US24 -
35+
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
