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Walter Lonergan

Client Services Associate

Role
Client Services Associate at Empire Private Wealth
Location
Huntington Beach, CA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Walter Lonergan

I am a dedicated team member with a plentiful amount of information pertaining to Financial statement analysis and wealth management. I\'ve worked closely with advisors and have a strong understanding of day to day operations. I\'m an empathetic leader when I need to be and an even stronger individual when it comes to completing tasks efficiently. I\'ve worked at Ameriprise Financial for a Summer Internship doing Data analysis, Client Event planning, & Client review meetings.

Experience

  1. Client Services Associate

    Empire Private Wealth

    Feb 2026 — Present

Education

  • Auburn University

    Bachelor of Science in Business Administration, Finance, General

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Walter Lonergan — Client Services Associate at Empire Private Wealth in Huntington Beach, CA, US | Unifers