L

Lottie's email & phone

Position:FPQP® ParaPlanner/Client Service Admin at DeDora Capital
Experience:4 years
Location:Napa, California, United States

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Work Experience

FPQP® ParaPlanner/Client Service Admin at DeDora Capital

Apr 2025 - Current

Personal Banker at Umpqua Bank

May 2022 - Apr 2025

Lottie started working in 2022, then the employee has changed 1 company and 1 job. On average, Lottie works for one company for 1 year 11 months.

Education

Associate's degree at Santa Rosa Junior College

College for Financial Planning at Kaplan

College for Financial Planning at Kaplan

Frequently Asked Questions

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

Lottie's minimum period of employment in various companies is 2 years 11 months.

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

On average, Lottie works for one company for 2 years 11 months

What industries has Lottie worked in?

Lottie works in the Investment Management. Previously, Lottie worked in the Banking.

What positions has Lottie held before?

Previously, Lottie worked as a Personal Banker.

How do I contact Lottie?

Lottie's email address is l*****.@dedoracapital.com, phone number is +1-***-***-4871. Sign up to get contact details.

Lottie Namesakes

Name
Company
Position
L
Home Equity Lending Coordinator

Other employees at DeDora Capital

Name
Company
Position
W
Financial Advisor & Portfolio Manager

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