Lorenzo Garcia

Client Service Associate at BakerAvenue Wealth Management

Prior to joining BakerAvenue, Lorenzo was in the wealth management industry offering an exceptional 10+ years of experience in a variety of administrative positions, including as a Trust Administrator and Administrative Assistant. Lorenzo has a positive attitude, cheerful personality, and the ability to engage others in conversations. At BakerAvenue, he works closely with the New York Wealth Advisory Team to efficiently serve the needs of many clients.

Lorenzo earned an A.A. in Early Childhood from Kingsborough Community College and a B.A. in Liberal Studies from Medgar Evers College.

Timeline

  • Client Service Associate

    Current role

  • Client Service Operations Associate