Julie Lorenz

Paraplanner and Client Service Specialist

Julie Lorenz is a eficient expert, working in Lpl Financial main office of which is in 353. on the position of Paraplanner and Client Service Specialist from 2019. Julie Lorenz gained professional experience in more than three positions at different companies. Julie Lorenz went to the University of Minnesota Duluth and got education from 1982 to 1987. Saint Paul, Minnesota is the area, where this person was known to settle. This person's e-mail and phone can be accessed through Connexy on demand.
Name variants:
Julia Lorenz, Julianne Lorenz, Juliet Lorenz

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Contact Information

Last Update
Jul 4, 2022
Email
ju**@bakertilly.com, j_**@angelfire.com, js**@charter.net
Location
Saint Paul, MN
Company

Workplace

LPL Financial
Paraplanner and Client Service Specialist

San Diego, CA

Industry

Financial Services

Work History

Paraplanner and Client Service Specialist

4707 Executive Dr, San Diego, CA 92121
from Dec 2019

Tax Director

from Aug 2010

Senior Tax Manager

205 north Michigan Ave, Chicago, IL 60601
Income tax preparation and planning for high net worth individuals. Tax planning and compliance for venture capital funds, and venture capital investors.
Mar 1987 — Aug 2010

Education

Occupations

Executive
Director
Operations Manager

Skills

Tax Research
Venture Capital
Trusts
Cpa
Tax Preparation
High Net Worth Individuals
Accounting
Tax
Tax Law
Financial Planners
Partnership Taxation
Tax Returns
Hedge Funds
Accountants
Microsoft Office
Private Equity
Income Tax
Tax Accounting
Financial Planning
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