Lorry Desantis
CAPTRUST
- Role
- Client Management Consultant at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Client Management Consultant
Apr 2018 — Present · Raleigh, NC, US
Education
Northeastern University
Business Management
Skills
- Series 6
- Insurance
- Financial Services
- Sales Management
- Investments
- Series 7
- Sales
- Series 63
- Fixed Annuities
- Asset Management
- Variable Annuities
- Financial Planning
- 401k
- Training
- Asset Allocation
- Mutual Funds
- Securities
- Retirement Planning
- Account Management
- Alternative Investments
- Retirement
- Wealth Management
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