Lori Lorenzen Email & Phone Number

Roseville, California, United States

• Working with private sector clients, a health wellness organization providing employees with health planand financial planning advisory and coaching where, as recipient of multiple “Impacted Awards” forservice.
• Conduct remote and virtual meetings with clients to review financial objectives and requirements.
• Assess current financial health and picture, aligning goals with outcome focused plans.
• Provide consultation on debt management, retirement planning and credit building.
• Serve as a Debt Coach, volunteering to manage the Debt Coach call queue to provide member support.
• Conduct periodic reviews of clients’ progress, addressing and resolving impediments and challenges.

Sacramento, California Area

• A self-directed financial planning consultancy helping clients’ employees reach their financial targets.
• Developed and executed omni-channel end-to-end marketing strategies to drive new Enterprise clientacquisition; managing sales funnel building; proposal and pitch development to contract signing.
• Created sales targets and revenue KPIs, regularly exceeding goals month on month.
• Collaborated with client HR teams to structure employee financial counseling packages within broader employee benefits programs.
• Met with clients to develop a clear financial picture and propose solutions and strategies to currentfinancial position.
• Proposed investment, tax planning and retirement strategies to align with clients’ financial aspirations.

Puerto Vallarta, Mexico

Ensure excellence and a unique visit for each guest at this 5 million dollar 9-room boutique hotel as well as 4 luxury villas through culturally diverse personnel. Transformed client visions into crowd-pleasing events that were executed flawlessly, within budget and to rave customer reviews. Generated new revenue sources including the addition of a private.

San Diego, CA

Assisted manager in all restaurant opening and closing duties. Served in a fast-paced environment and maintained a clean and entertaining bar. Trained and assisted newly hired employees in increasing productivity. Managed inventory and ensured accuracy of orders and inventory. Ensured compliance with all state liquor laws and operating procedures. Led.

Carmichael, CA

Supervised daily business operations, marketing, customer service, and finances across multiple industries. Hire, train, and directed large staffs to ensure that they understand the brand and adhere to corporate protocols.Created employee development programs to build staff skill sets and value. Identified and developed training needs to improve business.

Puerto Vallarta, Jalisco, Mexico

Managed business start-up, sales, marketing, and upgrades to 18 luxury estate properties.Successfully supervised all phases of construction operations and consistently delivered projects on time and budget. Built a strong cohesive team of motivated, productive, and highly creative personnel, keeping them focused on project goals while maintaining an open.

Puerto Vallarta, Jalisco, Mexico

Planned, developed and coordinated numerous marketing, and public relations events, and tradeshow events, resulting in a significant increase in new clients, and consistent event success.Streamlined business processes and implemented a client service program, which expanded client base 35% and doubling revenue from $30K/month to $70K/month in average.

Basilio Badillio #286 - Puerto Vallarta, Mexico

Owned, operated and experienced building a successful business in a foreign country.Maintained and cultivated excellent long-term relationships with vendors, employees and client’s relationships, maintained ongoing communication, and facilitated solutions to address concerns.Evaluated effectiveness of themes, promotions/services, successfully built and.