Lorena P.

128 followers

Dallas-Fort Worth Metroplex

Connect with Lorena P. to Send Message

Connect with Lorena P. to Send Message

Timeline
About me
Top-performer consultant, offering proven record of success in providing retirement plan and financial services to high-net worth clients
Education
- The University of Texas at Arlington
  -
  University Studies
Experience
- First Convenience Bank
  Sept 2008 - Aug 2010
  - Branch Supervisor
    Jan 2010 - Aug 2010
  - Personal Banker
    Sept 2008 - Jan 2010
- CSC
  Aug 2010 - May 2011
  Immigration Consultant
- Chase
  May 2011 - Jul 2015
  Relationship Banker/ Small Business Specialist
- TIAA
  Jul 2015 - now
  - Transition Manager
    Apr 2023 - now
  - Money Movement Specialist
    Oct 2017 - Apr 2023
  - Registered Financial Consultant
    Jul 2015 - Oct 2017
Licenses & Certifications
- Series 63 ( Uniform Securities Agent State Law Examination)
  Apr 2015
  View certificate
- Life/Health Insurance (National)
  Mar 2015
- Series 6 ( Investment Company and Variable Contracts Products)
  May 2014
  View certificate