James Lorenz
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James Lorenz Email & Phone Number

Invested in getting you where you want to go. at Thrivent
Location: Greater Minneapolis-St. Paul Area, United States, United States 31 work roles 6 schools
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Role
Invested in getting you where you want to go.
Location
Greater Minneapolis-St. Paul Area, United States, United States
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Who is James Lorenz? Overview

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James Lorenz is listed as Invested in getting you where you want to go. at Thrivent, a company with 6869 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a matched LinkedIn profile for James Lorenz.

James Lorenz previously worked as Associate Representative at Thrivent and Investment Consultant at Merrill Edge. James Lorenz holds Ma, Organizational Behavior, Human Resources from Concordia University-St. Paul.

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Thrivent

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Profile bio

About James Lorenz

As an Associate Representative, I partner with clients to build better financial strategies that can help them confidently navigate their financial journey. I don’t just look at finances, but also the causes and people that matter most for my clients. This allows them to spread generosity and create greater impact in the world, their way.

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James Lorenz's current company

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Thrivent
Thrivent
Invested in getting you where you want to go.
minneapolis, minnesota, united states
Website
Employees
6869
AeroLeads page
31 roles

James Lorenz work experience

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

Associate Representative

Current

Burnsville, Minnesota, United States

I’m an Associate Representative serving clients in the twin cities area. At Thrivent, we’ve been helping people build their financial futures and live more generous lives for over 100 years. Move toward financial clarity by reaching out today.

Jun 2024 - Present

Investment Consultant

Jacksonville, Florida, United States

Nov 2022 - Jun 2024

Registered Representative

Jacksonville, Florida, United States

Met middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. Identified sales and recruiting market plan in order to prospect and network for middle-market clients and potential financial representative recruits..

Jan 2021 - Oct 2022

Financial Representative

Jacksonville, Florida, United States

Maintained customer focus by building strong customer relationships and delivering customer-centric solutions. Drove personal sales results by demonstrating self-awareness and self-discipline using a combination of feedback and coaching to gain productive insight into personal strengths and weaknesses. Instilled trust by gaining the confidence and trust of.

Nov 2020 - Dec 2020

Funeral Sales Associate

Jacksonville Beach, FL

Conducted needs-based sales with consumer families who recently experienced a death. Led collaborative discussions with families to identify funeral requirements. Presented tailored funeral solutions to fit the grieving families' desires and budget. Prepared funeral contract, collected funds for accounts receivable and submitted insurance documents to.

Apr 2018 - Oct 2020

Manager/Funeral Sales Associate

Minneapolis, Minnesota

Conducted needs-based sales with consumer families who recently experienced a death. Led collaborative discussions with families to identify funeral requirements. Presented tailored funeral solutions to fit the grieving families' desires and budget. Prepared funeral contract, collected funds for accounts receivable and submitted insurance documents to.

Jul 2017 - Mar 2018

Insurance Agent

Edina, Minnesota, United States

Maintained customer focus by building strong customer relationships and delivering customer-centric solutions. Drove personal sales results by demonstrating self-awareness and self-discipline using a combination of feedback and coaching to gain productive insight into personal strengths and weaknesses. Instilled trust by gaining the confidence and trust of.

Mar 2017 - Jul 2017

Manager/Funeral Sales Associate

Minneapolis, Minnesota, United States

Conducted needs-based sales with consumer families who recently experienced a death. Led collaborative discussions with families to identify funeral requirements. Presented tailored funeral solutions to fit the grieving families' desires and budget. Prepared funeral contract, collected funds for accounts receivable and submitted insurance documents to.

Jul 2016 - Mar 2017

Funeral Sales Associate

Bradley Funeral Home

Antigo, Wisconsin

Conducted needs-based sales with consumer families who recently experienced a death. Led collaborative discussions with families to identify funeral requirements. Presented tailored funeral solutions to fit the grieving families' desires and budget. Prepared funeral contract, collected funds for accounts receivable and submitted insurance documents to.

Sep 2014 - Jul 2016

Funeral Sales Apprentice

Wilson Funeral Home

Racine, Wisconsin

Served as licensed apprentice funeral director while attending mortuary school. Applied lessons learned in the classroom at the funeral home. Observed and practiced needs-based sales with consumer families who recently experienced a death. Led collaborative discussions with families to identify funeral requirements. Presented tailored funeral solutions to.

Sep 2013 - Aug 2014

Operations Officer

Senior Leader Development, Us Army

Pentagon, Washington, DC

Responsible for synchronizing the current and future operations of Colonels Management Office and General officer Management Office to manage more than 3,200 Army colonels and over 300 general officers. Prepared briefings provided to the Army's senior executive leadership. Supervised staff of 10 to develop, sustain and improve the human resource.

May 2010 - Aug 2013

Chief, Personnel Accounting/Strength Reporting

Third Army

Kuwait

While forward deployed in direct support of Operations Enduring Freedom and Iraqi Freedom, responsible for personnel accounting and strength reporting operations, replacement operatioins and deployment/redeployment programs for more than 200,000 Joint Service members, Department of Defense Civilians and contractors in 14 countries. Promulgated policy.

May 2009 - May 2010

Office Manager, General Officer Management Office

Office Of The Chief Of Staff, Army

Pentagon, Washington, DC

Responsible for overall administration of the office comprised of more than 20 human resource professionals to prepare and process general officer nominations for Presidential approval and United States Senate confirmation; retirements; promotions management and promotion boards; internal and external reports; special correspondence; public announcements.

Apr 2008 - May 2009

Joint Management Officer

General Officer Management Office, Chief Of Staff, Army

Pentagon, Washington, DC

Advised the Chief of General Officer Management Office on all matters pertaining to inter-service (Joint) management of the Army’s general officer population while servining in a joint position. Developed a human resource succession plan for the Army’s strategic leadership (4-, 3-, 2- and 1-Star generals) to ensure adequate joint experience and.

Jul 2006 - Apr 2008

Student

Us Army Command And General Staff College

Fort Leavenworth, KS

Attended the US Army Command and General Staff College.

Jul 2005 - Jun 2006

Commanding Officer

Minneapolis Military Entrance Processing Station

Greater Minneapolis-St. Paul Area

Commanded a 35 person jointly-staffed, geographically detached military entrance processing station. Executed qualification standards and aptitude testing for over 5,000 annual accessions from within the states of Minnesota and Wisconsin. Collaborated with stations across the nation to develop, implement, evaluate and execute Department of Defense.

Jun 2002 - Jun 2005

Chief

Military Personnel Division, Us Army, Hawaii

Schofield Barracks, HI

Supervised a combined staff of 100 military and civilian employees while serving more than 17,000 soldiers and their families. Responsible for the management of personnel operations and services for over 50 units in the state of Hawai’i. Provided human resource transactions in centralized in/out-processing, identification cards and passports.

Jul 2001 - May 2002

Officer Personnel Strength Manager

Personnel Office, Us Army, Pacific

Fort Shafter, HI

Responsible for the management of more than 2,400 officers assigned throughout the US Army-Pacific area of responsibility (Hawai’i, Alaska and Japan). Planned, developed, and directed human resource systems including personnel accounting, replacement operations, classification and reclassification, assignment and reassignment, curtailments and extensions.

Oct 1999 - Jul 2001

Chief, Military Personnel Division

Us Military Entrance Processing Command

North Chicago, IL

Served as the Deputy Human Resources Officer for a command geographically dispersed across 65 military entrance processing stations comprised of an employee population in excess of 1,400 military personnel representing all five uniformed military services. Developed staff manning and administration. Developed, coordinated, and implemented human resource.

Jan 1997 - Sep 1999

Student, Advanced Human Resources Officer Course

Fort Jackson, SC

Attended the advanced human resources officer course.

Jul 1996 - Dec 1996

Commanding Officer, Headquarters Detachment

1St Personnel Group

Fort Lewis, WA

Responsible for the supervision, direction, health, morale, welfare and human resource readiness of 75 assigned soldiers disbursed throughout seven staff sections. Developed, executed and sustained human resource programs encompassing safety, equal opportunity, alcohol and drug control program, continuity of operations program, worksite physical security.

May 1995 - Jun 1996

Brigade Human Resources Officer

1St Personnel Group

Fort Lewis, WA

Primary human resource officer for almost 1,000 soldiers. Supervised a staff of six to provide human resource transactional services to all employees including: human resource staffing, personnel evaluations, employee awards program, worksite safety, equal employment opportunity, and public affairs. Promoted to captain.

Jan 1995 - May 1995

Assistant Installation Personnel Manager

Fort Lewis, Washington

Fort Lewis, WA

Assistant human resource officer for almost 20,000 soldiers. Supervised a staff of eight. Assigned human capital assets to more than 50 companies located on Fort Lewis and satellite installations. Worked with Forces Command and the Army’s personnel command to ensure knowledge, skills and abilities of inbound personnel was appropriate. Managed Foreign.

Mar 1994 - Dec 1994

Battalion Human Resources Officer

14Th Military Intelligence Battalion

Fort Lewis, WA

Human resources officer for a military intelligence organization comprised of almost 800 soldiers. Coordinated staff responsibility for all aspects of human resource transactional services to include personnel accounting, human resource information system management, office administration, safety, postal services and drug and alcohol testing. Promoted to.

Sep 1992 - Mar 1994

Manager, Installation Officer Records

9Th Personnel Services Company

Fort Lewis, WA

Managed human resource transactional services provided by a staff of 13 for more than 20,000 personnel files. Maintained manual and automated human resource information systems, and processed more than 2,200 personnel evaluations/month,

May 1991 - Sep 1992

Student, Basic Human Resources Officer Course

Fort Benjamin Harrison, IN

Feb 1991 - May 1991

Student Intern

Madison, Wisconsin Area

Served as student intern conducting interviews and performing standardized tests in order to place temporary employees.

Jan 1990 - Dec 1990

Telecommunications Center Operator, North Atlantic Treaty Organization

Brussels Area, Belgium

Shift supervisor at NATO Headquarters dispatching secure communications within the US Military Delegation and US Embassy, Brussels, Belgium. Maintained secure communications system to ensure the military representative and ambassador were able to communicate globally. Promoted to specialist.

Jan 1985 - Jun 1987

Trainee

Forts Dix, NJ And Gordon, GA

Attended basic training at Fort Dix, NJ and advanced individual training at Fort Gordon, GA.

Aug 1984 - Dec 1984

Data Entry Operator

Wisconsin Department Of Revenue

Madison, Wisconsin Area

Performed data entry during tax season.

Jan 1983 - Jun 1984

Carrier

Mount Horeb, WI

Delivered daily newspapers to customer residence, managed accounts receivable and payable, and was responsible for expanding subscriber base.

Sep 1980 - Jun 1984
Team & coworkers

Colleagues at Thrivent

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6 education records

James Lorenz education

Aa, Mortuary Science, Funeral Service And Mortuary Science

Activities and Societies: Pi Sigma Eta honors fraternityAccepted for attendance from September 2013 to September 2014.

Diploma, Military Operational Art And Science/Studies

Us Army Command And General Staff College

Diploma, Human Resources Management/Personnel Administration, General

Soldier Support Institute

Activities and Societies: Full time student at the Army's Human Resources school.

Diploma

Mount Horeb High School

Activities and Societies: National Honor Society Who's Who Among High School Students Editor, School Yearbook French Club Competitor.

FAQ

Frequently asked questions about James Lorenz

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

What company does James Lorenz work for?

James Lorenz works for Thrivent.

What is James Lorenz's role at Thrivent?

James Lorenz is listed as Invested in getting you where you want to go. at Thrivent.

Where is James Lorenz based?

James Lorenz is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Thrivent.

What companies has James Lorenz worked for?

James Lorenz has worked for Thrivent, Merrill Edge, Western & Southern Financial Group, Western & Southern Life, and Dignity Memorial Funeral Homes.

Who are James Lorenz's colleagues at Thrivent?

James Lorenz's colleagues at Thrivent include Catherine Scheitlin, Sally Geurts, Marcie Swenson, Curt Richards, and Sako Hartounian.

How can I contact James Lorenz?

You can use AeroLeads to view verified contact signals for James Lorenz at Thrivent, including work email, phone, and LinkedIn data when available.

What schools did James Lorenz attend?

James Lorenz holds Ma, Organizational Behavior, Human Resources from Concordia University-St. Paul.

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