Edwin Lorenzo
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Edwin Lorenzo Email & Phone Number

Fiscal Consultant - Chief Financial Officer at La Nueva Esperanza at La Nueva Esperanza, Inc.
Location: New York, New York, United States 8 work roles 2 schools
1 work email found @msn.com 6 phones found area 631 and 407 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email d****@msn.com
Direct phone (631) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
La Nueva Esperanza, Inc.
Role
Fiscal Consultant - Chief Financial Officer at La Nueva Esperanza
Location
New York, New York, United States

Who is Edwin Lorenzo? Overview

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Quick answer

Edwin Lorenzo is listed as Fiscal Consultant - Chief Financial Officer at La Nueva Esperanza at La Nueva Esperanza, Inc., based in New York, New York, United States. AeroLeads shows a work email signal at msn.com, phone signal with area code 631, 407, and a matched LinkedIn profile for Edwin Lorenzo.

Edwin Lorenzo previously worked as Fiscal Consultant - Chief Financial Officer at La Nueva Esperanza, Inc. and Executive Director at Morgan Stanley Smith Barney. Edwin Lorenzo studied at Staten Island College.

Company email context

Email format at La Nueva Esperanza, Inc.

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*@msn.com
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AeroLeads found 1 current-domain work email signal for Edwin Lorenzo. Compare company email patterns before reaching out.

Profile bio

About Edwin Lorenzo

Well-established senior financial services professional with extensive experience in Equities, Prime Brokerage, Securities Lending, Futures, Foreign Exchange Trading, Fixed Income, Derivatives, Managed Futures, and Wealth Management Operations. Expert at intricate problem-solving within time constraints, team leadership and management, mentoring, and staff development. Excellent active listening, verbal, and written communications skills with ability to tailor message to audience for effective client communication. Proven ability to work across global departments to influence results and build thriving business relationships. High- energy with a positive attitude and great attention to detail for creative strategizing. Specialties: Mergers and Acquistion integrations, SOX, Business Continuity, Budgeting, Cost control

Listed skills include Business Continuity, Equities, Risk Management, Financial Modeling, and 21 others.

Current workplace

Edwin Lorenzo's current company

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La Nueva Esperanza, Inc.
La Nueva Esperanza, Inc.
Fiscal Consultant - Chief Financial Officer at La Nueva Esperanza
8 roles

Edwin Lorenzo work experience

A career timeline built from the work history available for this profile.

Fiscal Consultant - Chief Financial Officer

Current
La Nueva Esperanza, Inc.

Brooklyn, New York

Responsible for monthly closes, financial analyses, all aspects of the day-to-day accounting including all budgeted related matters, and preparation of quarterly and annual financial statements.

Jul 2014 - Present

Executive Director

Greater New York City Area

Head of Alternative Investments Operations & Managed Futures OperationsManage team of approximately 60 professionals. Responsible for operational processing, client servicing for all On-platform and certain Off-platform Alternative Investment Funds including, but not limited to, updates to client valuations, processing Financial Advisor compensation.

Jan 2013 - Jun 2014

Executive Director

Greater New York City Area

  • Chief Administrative Officer (CAO) Product Group Services (PGS) - Wealth Management Reported to Managing Director of Product Group Services. Responsibilities included:
  • Supported and aligned with functional Operations business division of approximately 600+ resources including ten unique operations products: Mutual Funds, Mutual Fund Reconciliation, Insurance and Annuities, Advisory.
  • Integral role in defining the Strategic Operating Model for PGS as related to the joint venture between Morgan Stanley and Smith Barney and future state for above operating businesses.
  • Line responsibility for central group that supported Business Management & Financial Management (Chief of Staff) and Risk Management functions (Risk Chief Officer).
  • Assumed production management roles as required.
May 2011 - Sep 2013

Chief Financial Officer

La Nueva Esperanza, Inc.

Responsible for the monthly closes, financial analyses, and all aspects of the day-to-day accounting including all budgeted related matters. Preparation of quarterly and annual financial statements.

Jan 2010 - Apr 2011

Director - Chief Administrative Officer

Chief Administrative Officer (CAO / COO) for Global Equity Finance. Responsibilities included Risk Management, Financial & Management Reporting, Business Development, Technology, Operations, Business Continuity, Human Resources, and Diversity

Jan 2002 - Jul 2007

Director - Chief Administrative Officer

Chief Administrative Officer (CAO / COO) for Global Futures, FX, and Managed Futures. Responsibilities included Financial & Management Reporting, Business Development, Technology, Operations, Business Continuity, Human Resources, and Diversity

Aug 1992 - Jan 2002

Supervisor - Business Reporting

Reviewed and analyzed firm departmental P&L's; responded to departmental P&L inquiries and conducted monthly meetings with Managing Directors discussing income, expenses, and budget related questions; special projects included G/L conversion and Corporate Allocation methodologies.

May 1989 - Aug 1992

Management Reporting Analyst

Oppenheimer & Co.

Reviewed and analyzed departmental income and expenses from monthly variance reports; prepared monthly firm P&Ls for review by the Management committee; participated in the development of a general ledger system and on-line report writer; prepared monthly client billings and reconciled related general ledger accounts

Jan 1986 - May 1989
2 education records

Edwin Lorenzo education

Education record

Staten Island College

Education record

Brooklyn College
FAQ

Frequently asked questions about Edwin Lorenzo

Quick answers generated from the profile data available on this page.

What company does Edwin Lorenzo work for?

Edwin Lorenzo works for La Nueva Esperanza, Inc..

What is Edwin Lorenzo's role at La Nueva Esperanza, Inc.?

Edwin Lorenzo is listed as Fiscal Consultant - Chief Financial Officer at La Nueva Esperanza at La Nueva Esperanza, Inc..

What is Edwin Lorenzo's email address?

AeroLeads has found 1 work email signal at @msn.com for Edwin Lorenzo at La Nueva Esperanza, Inc..

What is Edwin Lorenzo's phone number?

AeroLeads has found 6 phone signal(s) with area code 631, 407 for Edwin Lorenzo at La Nueva Esperanza, Inc..

Where is Edwin Lorenzo based?

Edwin Lorenzo is based in New York, New York, United States while working with La Nueva Esperanza, Inc..

What companies has Edwin Lorenzo worked for?

Edwin Lorenzo has worked for La Nueva Esperanza, Inc., Morgan Stanley Smith Barney, Morgan Stanley, Citigroup, and Oppenheimer & Co..

How can I contact Edwin Lorenzo?

You can use AeroLeads to view verified contact signals for Edwin Lorenzo at La Nueva Esperanza, Inc., including work email, phone, and LinkedIn data when available.

What schools did Edwin Lorenzo attend?

Edwin Lorenzo studied at Staten Island College.

What skills is Edwin Lorenzo known for?

Edwin Lorenzo is listed with skills including Business Continuity, Equities, Risk Management, Financial Modeling, Capital Markets, Sarbanes Oxley Act, Strategy, and Business Development.

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