David Lauritzen

David Lauritzen Email and Phone Number

Lead Relationship Manager at Confidence Wealth & Insurance Solutions LLC @ Confidence Wealth & Insurance Solutions LLC
torrance, california, united states
David Lauritzen's Location
Los Angeles, California, United States, United States
David Lauritzen's Contact Details

David Lauritzen personal email

David Lauritzen phone numbers

About David Lauritzen

David Lauritzen is a Lead Relationship Manager at Confidence Wealth & Insurance Solutions LLC at Confidence Wealth & Insurance Solutions LLC. He possess expertise in leadership, event planning, microsoft office, management, microsoft word and 10 more skills.

David Lauritzen's Current Company Details
Confidence Wealth & Insurance Solutions LLC

Confidence Wealth & Insurance Solutions Llc

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Lead Relationship Manager at Confidence Wealth & Insurance Solutions LLC
torrance, california, united states
Website:
myconfidence.com
Employees:
17
David Lauritzen Work Experience Details
  • Confidence Wealth & Insurance Solutions Llc
    Lead Relationship Manager
    Confidence Wealth & Insurance Solutions Llc Apr 2020 - Present
    Torrance, California, United States
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  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Sep 2019 - Apr 2020
    Pasadena, Ca
    Agent licensed to sell insurance through New York Life Insurance Company.
    View
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Sep 2019 - Apr 2020
    Pasadena, Ca
    Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
    View
  • Fidelity Investments
    Senior Relationship Manager
    Fidelity Investments Sep 2014 - Feb 2019
    Century City, Ca
    The Purpose of Your RoleThe Relationship Manager works with customers who are assigned to a designated VP, Financial Consultant. These clients have at least $1 million in assets with Fidelity. The role of the Relationship Manager is to provide customer service and operational support to the VP, Financial Consultant.
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  • Fidelity Investments
    Financial Representative
    Fidelity Investments Dec 2011 - Sep 2014
    Santa Monica, Ca
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  • Fidelity Investments
    Full Trader
    Fidelity Investments Dec 2010 - Dec 2011
    Greater Salt Lake City Area
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  • E*Trade Securities
    Financial Services Representative
    E*Trade Securities Jun 2008 - Dec 2010
    Customer service specialist with my series 7 and 63 Licenses, experienced in trading stocks, options, bonds, mutual funds, currency and commodities, as well as employee stock plan services.
  • Costco Wholesale
    Member Services
    Costco Wholesale Mar 2008 - Jul 2008
    Customer service, stocking, and cashiering.
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  • Us Postal Service
    Data Conversion Operator
    Us Postal Service Jun 2007 - Feb 2008
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  • Utah Master Chorale
    Tenor
    Utah Master Chorale 2005 - 2008
    Tenor section leader and soloist.
  • Megaplex Theaters
    Box Office Lead
    Megaplex Theaters Jun 2003 - Aug 2005
    Event planning and facilitation, Supervise all box office staff, daily cash accounting for all the money going through the theater, and customer service.

David Lauritzen Skills

Leadership Event Planning Microsoft Office Management Microsoft Word Series 63 Project Management Powerpoint Social Media Microsoft Excel Nonprofits Public Speaking Negotiation Customer Service Account Management

David Lauritzen Education Details

Frequently Asked Questions about David Lauritzen

What company does David Lauritzen work for?

David Lauritzen works for Confidence Wealth & Insurance Solutions Llc

What is David Lauritzen's role at the current company?

David Lauritzen's current role is Lead Relationship Manager at Confidence Wealth & Insurance Solutions LLC.

What is David Lauritzen's email address?

David Lauritzen's email address is da****@****ity.com

What is David Lauritzen's direct phone number?

David Lauritzen's direct phone number is +180158*****

What schools did David Lauritzen attend?

David Lauritzen attended University Of Utah, Snow College.

What skills is David Lauritzen known for?

David Lauritzen has skills like Leadership, Event Planning, Microsoft Office, Management, Microsoft Word, Series 63, Project Management, Powerpoint, Social Media, Microsoft Excel, Nonprofits, Public Speaking.

Who are David Lauritzen's colleagues?

David Lauritzen's colleagues are Mason Hulce, Valerie Winter, Canyon Atwood, Brian Gilroy Cfp®, Graciela Hernandez, Andrae Asa, Brooke White.

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