Alan Lorentz

Alan Lorentz has a diverse work experience spanning over 13 years. Alan started their career as an Assistant Manager at Planet Fitness, where they were responsible for facility maintenance, overseeing employee sales, and leading the presale of a new facility.

In 2008, Alan joined First Niagara Bank as an Assistant Head Teller. There, they managed tellers, conducted banking transactions, and performed marketing campaigns to maximize sales of bank products. Alan also balanced the bank vault and ledgers on a nightly basis and conducted site visits for sales presentations.

From 2012 to 2016, Alan worked at Meridian Bank PA in various roles. As a Merchant Specialist, they handled electronic payments department reporting and merchant underwriting and risk monitoring. Alan also wrote policies and procedures for reporting and risk analysis. Later, they became a BSA Associate, where they conducted monthly monitoring of deposit customers for irregular transactions and performed enhanced due diligence on high-risk customers. Alan also played a crucial role in a successful FDIC audit by leading and compiling data gathering. Prior to that, they worked as a Commercial Lending Credit Analyst, conducting credit analysis for the bank's commercial and industrial lending department.

Alan then joined Wensels Truck & Car Repair in 2016 as a Controller. Alan was promoted to Finance Director and Managerial Accountant in 2018. Their responsibilities included overseeing the finance department, conducting managerial accounting, and managing financial statements.

Their most recent position is as an Accounting Manager at Syntrio, starting in 2019. No end date is provided for this role, indicating that Alan is currently employed there.

Alan Lorentz obtained a Bachelor's degree in Finance, General from Immaculata University, where they studied from 2006 to 2010. In addition to their degree, they also obtained a certification in AutoCAD in April 2009.