Lorena P. Email & Phone Number

I am a goal driven, dynamic, and customer focused professional who offers extensive experience in providing retirement plan and financial services to high net worth clients. As a top performer consultant, I am equipped with proven record of success in bringing in clients funds ranging from $250k to over millions of dollars. I demonstrate solid dedication to delivering excellent customer service by anticipating and meeting client needs while identifying and resolving issues and adherence to regulatory standards and company policies. With my experience communication and interpersonal skills, combined with bilingual fluency in English and Spanish I easily build and cultivate strong business relationships with business partners, advisors, client, management, and all levels of professional.

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  The University Of Texas At Arlington

  University Studies