Joseph Lorenzo

Joseph Lorenzo has work experience in the financial industry. Joseph started working at Northwestern Mutual in 2014 as a Financial Representative Intern. Joseph then joined Infinex Financial Group in 2015 and held various roles including Investment Advisory Operations, Team Lead, and currently serves as the AVP, Associate Director of Operations.

Joseph Lorenzo attended Central Connecticut State University from 2011 to 2015, where they obtained a Bachelor's Degree in Finance, General. In addition to their degree, Joseph also holds several certifications, including CT Life and Health certification, Series 24 certification from FINRA (Financial Industry Regulatory Authority), Series 66 certification from FINRA, and Series 7 certification from FINRA. However, the specific months and years of obtaining these certifications are not provided.