Lorenzo Martinez
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Lorenzo Martinez Email & Phone Number

Client Service Specialist III at Fidelity Investments
Location: Greater Ocala Area, United States, United States 4 work roles 2 schools
1 work email found @fortecapitalgroup.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@fortecapitalgroup.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Client Service Specialist III
Location
Greater Ocala Area, United States, United States
Company size
83148 employees

Who is Lorenzo Martinez? Overview

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Quick answer

Lorenzo Martinez is listed as Client Service Specialist III at Fidelity Investments, a company with 83148 employees, based in Greater Ocala Area, United States, United States. AeroLeads shows a work email signal at fortecapitalgroup.com and a matched LinkedIn profile for Lorenzo Martinez.

Lorenzo Martinez previously worked as High Net Worth Associate II at Fidelity Investments and Account Executive at Forte Capital Group. Lorenzo Martinez holds Data Analytics Certification from Cornell University.

Company email context

Email format at Fidelity Investments

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{first_initial}{last}@fortecapitalgroup.com
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AeroLeads found 1 current-domain work email signal for Lorenzo Martinez. Compare company email patterns before reaching out.

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Profile bio

About Lorenzo Martinez

At Fidelity Investments, my role as a High Net Worth Associate II capitalizes on my Series 7 and 63 credentials, honing my expertise in securities regulation. With a solid educational foundation as an Audio Engineer from the Institute of Audio Research, I bring a unique perspective to the finance industry. My past experiences at Forte Capital Group and New York Life Insurance Company equipped me with robust client service skills and a deep understanding of the financial needs of diverse clients.

Listed skills include Lifetime Income Strategies, Protection Planning/Family Security, Multi Generational Wealth Transfer, Long Term Care Insurance, and 4 others.

Current workplace

Lorenzo Martinez's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Client Service Specialist III
Orlando, FL, US
Website
fidelity.com
Employees
83148
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Company profile
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4 roles

Lorenzo Martinez work experience

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

Agent

New York Life Insurance Company

Stratford, CT

Agent licensed to sell insurance through New York Life

Nov 2017 - Feb 2019
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

SW Stephen Wikfors Stephen Wikfors Colleague at Fidelity InvestmentsOakland, New Jersey, United States, United States View → RG Ravali G Ravali G Colleague at Fidelity InvestmentsMckinney, Texas, United States, United States View → ON Onyinye Nwokorie Onyinye Nwokorie Colleague at Fidelity InvestmentsWashington DC-Baltimore Area, United States View → KK Kristen Keogh Kristen Keogh Colleague at Fidelity InvestmentsArgyle, Texas, United States, United States View → KW Kyle Weaver Kyle Weaver Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States View → KM Kiri Martin Kiri Martin Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States View → VS Vishnu S Vishnu S Colleague at Fidelity InvestmentsUnited States, United States View → AP Amara Pathammavong Amara Pathammavong Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States, United States View → TW Tim Wallin Tim Wallin Colleague at Fidelity InvestmentsCincinnati Metropolitan Area, United States View → JM Jolaida Martinez Jolaida Martinez Colleague at Fidelity InvestmentsRio Rancho, New Mexico, United States, United States View →
2 education records

Lorenzo Martinez education

FAQ

Frequently asked questions about Lorenzo Martinez

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

What company does Lorenzo Martinez work for?

Lorenzo Martinez works for Fidelity Investments.

What is Lorenzo Martinez's role at Fidelity Investments?

Lorenzo Martinez is listed as Client Service Specialist III at Fidelity Investments.

What is Lorenzo Martinez's email address?

AeroLeads has found 1 work email signal at @fortecapitalgroup.com for Lorenzo Martinez at Fidelity Investments.

Where is Lorenzo Martinez based?

Lorenzo Martinez is based in Greater Ocala Area, United States, United States while working with Fidelity Investments.

What companies has Lorenzo Martinez worked for?

Lorenzo Martinez has worked for Fidelity Investments, Forte Capital Group, and New York Life Insurance Company.

Who are Lorenzo Martinez's colleagues at Fidelity Investments?

Lorenzo Martinez's colleagues at Fidelity Investments include Stephen Wikfors, Ravali G, Onyinye Nwokorie, Kristen Keogh, and Kyle Weaver.

How can I contact Lorenzo Martinez?

You can use AeroLeads to view verified contact signals for Lorenzo Martinez at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Lorenzo Martinez attend?

Lorenzo Martinez holds Data Analytics Certification from Cornell University.

What skills is Lorenzo Martinez known for?

Lorenzo Martinez is listed with skills including Lifetime Income Strategies, Protection Planning/Family Security, Multi Generational Wealth Transfer, Long Term Care Insurance, Problem Solving, Retirement Planning, Buy Sell Agreements, and Charitable Giving.

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