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Lorena Arguello Email & Phone Number

Financial Professional | Retirement Education & Asset Protection Counselor | at The World Changers
Location: New York, United States 5 work roles
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Current company
The World Changers
Role
Financial Professional | Retirement Education & Asset Protection Counselor |
Location
New York, United States
Company size
9 employees

Who is Lorena Arguello? Overview

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Quick answer

Lorena Arguello is listed as Financial Professional | Retirement Education & Asset Protection Counselor | at The World Changers, a with 9 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Lorena Arguello.

Lorena Arguello previously worked as Financial Professional at The World Changers and Private Client Banker at Chase.

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Email format at The World Changers

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The World Changers

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Profile bio

About Lorena Arguello

Provide sound advice at every Customer interaction to create a positive experience and ensure that the Customer’s financial needs are met.

Current workplace

Lorena Arguello's current company

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The World Changers
The World Changers
Financial Professional | Retirement Education & Asset Protection Counselor |
new york, new york, united states
Website
fradelbarberwfg.com
Employees
9
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5 roles

Lorena Arguello work experience

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Financial Professional

Current
The World Changers

United States

Bilingual Financial Education Actively manage client relationship through an advice-based approach, ensuring each client receives the best services for their needs

Mar 2024 - Present

Private Client Banker

Chase

United States

Work with Partners (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Aug 2022 - Jan 2024

Sales Service Banker

Popular

United States

Confidently build effective, trust-based relationships with clientsConduct sales activities to gather data and to drive business to the branch, includingin person or phone interviewsEducate clients on self-service capabilities and encourage use of digital servicechannels/banking options

Apr 2021 - Aug 2022

Branch Operations Supervisor

Maspeth Federal Savings

United States

Provide supervision/coaching/mentoring of Teller & Platform.Manages the branch in absence of a Store Manager.Monitor Branch reports.

Aug 2019 - Apr 2021

Financial Services Representative

Td

United States

Cross-sell a wide range of banking products, investments, insurance products to new and existing customers.Review and manage integrity of new account openings and documentation.

Jul 2008 - Oct 2019
Team & coworkers

Colleagues at The World Changers

Other employees you can reach at fradelbarberwfg.com. View company contacts for 9 employees →

JH Jonathan Hagood Iii Jonathan Hagood Iii Colleague at The World ChangersColumbia, South Carolina, United States View → LH Lavrielle Hawkins Lavrielle Hawkins Colleague at The World ChangersOxford, North Carolina, United States View → DT Destinee Thomas Destinee Thomas Colleague at The World ChangersOrlando, Florida, United States View → AA André A. Marks, Mba André A. Marks, Mba Colleague at The World ChangersRaleigh, North Carolina, United States View → S. Sterling . Sterling . Colleague at The World ChangersValley Stream, New York, United States View → TM Thamia Mcclain Thamia Mcclain Colleague at The World ChangersNew York, United States View → AF Ariel Ferreira Ariel Ferreira Colleague at The World ChangersNew York, United States View → VF Vanessa Fondeur Vanessa Fondeur Colleague at The World ChangersUnited States View → KG Kimberly Gilgeours Kimberly Gilgeours Colleague at The World ChangersBellmore, New York, United States View → AW Aaron Ware Aaron Ware Colleague at The World ChangersSmyrna, Georgia, United States View →
FAQ

Frequently asked questions about Lorena Arguello

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

What company does Lorena Arguello work for?

Lorena Arguello works for The World Changers.

What is Lorena Arguello's role at The World Changers?

Lorena Arguello is listed as Financial Professional | Retirement Education & Asset Protection Counselor | at The World Changers.

Where is Lorena Arguello based?

Lorena Arguello is based in New York, United States while working with The World Changers.

What companies has Lorena Arguello worked for?

Lorena Arguello has worked for The World Changers, Chase, Popular, Maspeth Federal Savings, and Td.

Who are Lorena Arguello's colleagues at The World Changers?

Lorena Arguello's colleagues at The World Changers include Jonathan Hagood Iii, Lavrielle Hawkins, Destinee Thomas, André A. Marks, Mba, and Sterling ..

How can I contact Lorena Arguello?

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