Joseph Lorenzo

Joseph Lorenzo currently serves as the VP of Relationship Management and Director of Support Services at Osaic, a position held since October 2023, where investment and insurance products and services are provided. Prior to this role, Joseph held multiple positions at Infinex Financial Group from August 2015 to October 2023, including AVP, Associate Director of Operations, and Team Lead in Investment Advisory Operations. Joseph's professional journey began as a Financial Representative Intern at Northwestern Mutual from May 2014 to August 2015. Joseph holds a Bachelor’s Degree in Finance from Central Connecticut State University, obtained in 2015.