Highland Capital Brokerage
Angie Lozonne is a skilled business development professional with extensive experience in the financial services industry. Currently serving as a Business Development Advisor at Highland Capital Brokerage since March 2024, Angie has held various leadership roles, including Vice President and Concierge Team Lead at J.P. Morgan Private Bank from July 2023 to March 2024, and Associate Director at First Republic Private Wealth Management from May 2019 to July 2023. Previous experience includes positions as Senior Marketing Associate at Sitzmann Morris & Lavis Insurance Agency, Life Operations Manager at NFP, and Director of Life Operations at Capitas Financial, showcasing a strong background in operations and marketing across multiple organizations.
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Highland Capital Brokerage
Highland Capital Brokerage is a national life insurance and annuity distribution company providing point-of-sale support, advanced marketing, and creative estate and business planningtechniques to financial advisors and insurance professionals. It delivers these services in an efficient, client-focused environment that extends to carrier andproduct expertise, underwriting negotiation, and complete back-office processing. Its core competencies include life insurance, annuities, and longevity planning. Highland delivers objective access to major insurancecarriers, advanced planning support, expertise in risk underwriting, and back-office processing to insurance brokers, financial planners, and various institutions such as banks, wirehouses,and certified public accountant firms.