Lorenzo Martinez Email & Phone Number
@fortecapitalgroup.com
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Who is Lorenzo Martinez? Overview
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Lorenzo Martinez is listed as Retirement Planning at Fidelity Investments, a with 83148 employees, based in Greater Ocala Area, United States. AeroLeads shows a work email signal at fortecapitalgroup.com and a matched LinkedIn profile for Lorenzo Martinez.
Lorenzo Martinez previously worked as Client Service Specialist III at Fidelity Investments and High Net Worth Associate II at Fidelity Investments. Lorenzo Martinez holds Data Analytics Certification from Cornell University.
Email format at Fidelity Investments
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AeroLeads found 1 current-domain work email signal for Lorenzo Martinez. Compare company email patterns before reaching out.
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.
Lorenzo Martinez's current company
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Lorenzo Martinez work experience
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Client Service Specialist Iii
High Net Worth Associate Ii
Account Executive
Agent
Agent licensed to sell insurance through New York Life
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 83148 employees →
Kaine Danielson
Colleague at Fidelity InvestmentsMetro Jacksonville, United States
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Sapanraj Devimane
Colleague at Fidelity InvestmentsUnited States
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JS
Jonah Sonntag
Colleague at Fidelity InvestmentsDayton, Ohio, United States
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Smriti Dasari
Colleague at Fidelity InvestmentsChicago, Illinois, United States
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PL
Phil Lieberman
Colleague at Fidelity InvestmentsSarasota, Florida, United States
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TN
Timothy Neal
Colleague at Fidelity InvestmentsMassachusetts, United States
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Stephanie Livingstone
Colleague at Fidelity InvestmentsGreater Boston, United States
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CC
Christoph Chavez
Colleague at Fidelity InvestmentsTorrance, California, United States
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SA
Sowmya Arumalla
Colleague at Fidelity InvestmentsDurham, North Carolina, United States
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IB
Ignacio Bartolomei, Mba
Colleague at Fidelity InvestmentsOrlando, Florida, United States
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Lorenzo Martinez education
Data Analytics Certification
Audio Engineer, Audio
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 Retirement Planning 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 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 Kaine Danielson, Sapanraj Devimane, Jonah Sonntag, Smriti Dasari, and Phil Lieberman.
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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