Bryan Lorenz has extensive experience in customer service and financial analysis within the finance industry. Currently serving as a Customer Service Representative at Interactive Brokers since July 2015, Bryan previously worked at Société Générale from August 2013 to May 2015 as a Client Service Representative, managing account inquiries and issues for Listed Derivative and OTC clients. Bryan's career also includes a stint as a Financial Advisor at Morgan Stanley Wealth Management, where client acquisition and investment strategy development were key responsibilities. Early experience as a Procedures, Documentation, and Systems Analyst at Octal Petrochemicals LLC FZC involved preparing capital budgets for expansion projects. Bryan holds a Bachelor of Science in Finance from Miami University, obtained in 2012.
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