Wealth Management Associate
Current
Jan 2022 - Present
AeroLeads people directory · profile
Nathan Lorenz Email & Phone Number
Trader, Investment Analyst at Foster & Motley
at
Foster & Motley, Inc.
1 work email found
@fosterandmotley.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Trader, Investment Analyst at Foster & Motley
Location
Cincinnati, Ohio, United States
Who is Nathan Lorenz? Overview
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Quick answer
Nathan Lorenz is listed as Trader, Investment Analyst at Foster & Motley at Foster & Motley, Inc., based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at fosterandmotley.com and a matched LinkedIn profile for Nathan Lorenz.
Nathan Lorenz previously worked as Wealth Management Associate at Foster & Motley, Inc. and Tax Intern at Foster & Motley, Inc.. Nathan Lorenz holds Bachelor Of Business Administration - Bba, Finance, Accounting, 3.7/4 from University Of Cincinnati.
Company email context
Email format at Foster & Motley, Inc.
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{first}@fosterandmotley.com
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AeroLeads found 1 current-domain work email signal for Nathan Lorenz. Compare company email patterns before reaching out.
Profile bio
About Nathan Lorenz
Nathan Lorenz is a Trader, Investment Analyst at Foster & Motley at Foster & Motley, Inc.. He possess expertise in leadership, microsoft office, management, public speaking, customer service.
Listed skills include Leadership, Microsoft Office, Management, Public Speaking, and 1 others.
Current workplace
Nathan Lorenz's current company
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7 roles
Nathan Lorenz work experience
A career timeline built from the work history available for this profile.
Tax Intern
• Prepared individual income tax returns for F&M’s wealth management clients, including US Federal, State, and City returns• Collaborated daily with the F&M tax team to resolve any technical issues and conduct research as necessary• Assisted financial advisors with tax projections as well as various financial analysis• Effectively managed time between preparing returns and putting time aside for ongoing projects
Jan 2020 - Jun 2021
Wealth Management Intern
• Worked directly with the financial planners creating client reports on net worth, performance, and asset allocation• Researched retirement planning scenarios for clients and ran simulations to identify which strategy would work best for specific financial objectives• Collaborated with financial planners to prepare for client check-ins, then sat in and participated in such meetings• Completed various projects for the investment team including reports on bond ratings, and conducting research on different equity markets• Learned to use BNA tax planning software and also completed different tasks on eMoney software such as Monte Carlo simulations and analyzing RMD schedules
May 2020 - Aug 2020
Sales Management Intern
Aug 2019 - Jan 2020
Logistics Intern
May 2019 - Aug 2019
Valet Captain
Sharp'S Valet
May 2017 - Jul 2019
Golf Attendant
Miami White Water Forest Golf Course
Mar 2015 - Sep 2017
2 education records
Nathan Lorenz education
Bachelor Of Business Administration - Bba, Finance, Accounting, 3.7/4
Education record
Colerain High School
FAQ
Frequently asked questions about Nathan Lorenz
Quick answers generated from the profile data available on this page.
What company does Nathan Lorenz work for?
Nathan Lorenz works for Foster & Motley, Inc..
What is Nathan Lorenz's role at Foster & Motley, Inc.?
Nathan Lorenz is listed as Trader, Investment Analyst at Foster & Motley at Foster & Motley, Inc..
What is Nathan Lorenz's email address?
AeroLeads has found 1 work email signal at @fosterandmotley.com for Nathan Lorenz at Foster & Motley, Inc..
Where is Nathan Lorenz based?
Nathan Lorenz is based in Cincinnati, Ohio, United States while working with Foster & Motley, Inc..
What companies has Nathan Lorenz worked for?
Nathan Lorenz has worked for Foster & Motley, Inc., Anthem, Inc., Design Within Reach, Sharp'S Valet, and Miami White Water Forest Golf Course.
How can I contact Nathan Lorenz?
You can use AeroLeads to view verified contact signals for Nathan Lorenz at Foster & Motley, Inc., including work email, phone, and LinkedIn data when available.
What schools did Nathan Lorenz attend?
Nathan Lorenz holds Bachelor Of Business Administration - Bba, Finance, Accounting, 3.7/4 from University Of Cincinnati.
What skills is Nathan Lorenz known for?
Nathan Lorenz is listed with skills including Leadership, Microsoft Office, Management, Public Speaking, and Customer Service.
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