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Lorena Guerrero's email & phone

Position:Senior Wealth Advisor, Founding Partner at Excelsis Global Private Wealth
Experience:22 years
Location:McAllen, Texas, United States

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Work Experience

Senior Wealth Advisor, Founding Partner at Excelsis Global Private Wealth

Jun 2021 - Current

Financial Advisor Vice President - Investments at Wells Fargo Advisors

Nov 2014 - Jun 2021

Vice President Private Client Advisor at J.P. Morgan

Nov 2007 - Nov 2014

Assistant Vice President International Financial Services at Chase

Apr 2004 - Oct 2007

Lorena Guerrero started working in 2004, then the employee has changed 3 companies and 3 jobs. On average, Lorena Guerrero works for one company for 5 years 5 months.

Education

Bachelor of Business Administration - BBA at The University of Texas-Pan American

Frequently Asked Questions

What is Lorena Guerrero's minimum period of employment in the companies?

Lorena Guerrero's minimum period of employment in various companies is 3 years 6 months.

What is Lorena Guerrero's average duration of employment for different companies?

On average, Lorena Guerrero works for one company for 5 years 8 months

What industries has Lorena Guerrero worked in?

Lorena Guerrero works in the Financial Services.

What positions has Lorena Guerrero held before?

Previously, Lorena Guerrero worked as a Financial Advisor Vice President - Investments, and Vice President Private Client Advisor, and Assistant Vice President International Financial Services.

How do I contact Lorena Guerrero?

Lorena Guerrero's email address is l******g@excelsisgpw.com, phone number is +1-***-***-9890. Sign up to get contact details.

Who are Lorena Guerrero's peers at other companies?

Lorena Guerrero's peers at other companies are Laura Steagall

Lorena Guerrero Namesakes

Name
Company
Position
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State Reporting Coordinator

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Senior Wealth Advisor, Founding Partner

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