Lorenzo Peter Gaudioso

age ~47

from Roxbury, CT

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Also known as:

Lorenzo P Gaudioso
Lorenza P Gaudioso
Lorenzo Peter Gandioso
Lorenzo Gaudig
Lorenzo O

Connected to:

Lorenzo Gaudioso Phones & Addresses

Roxbury, CT
220 Little Deer Rd, Bridgeport, CT 06606 • 203 371-8002
Philadelphia, PA
220 Little Deer Rd, Bridgeport, CT 06606

Work

Company:

Lpg wealth management
Jul 2018
Position:

Financial advisor

Education

Degree:

Bachelors, Bachelor of Science
School / High School:

Fairfield University
1996 to 2013
Specialities:

International Business, Finance

Skills

Retirement Planning • Mutual Funds • Investments • Finance • Financial Advisory • Financial Planning • Asset Allocation • Relationship Management • Financial Services • Investment Management • Wealth Management • Multigenerational Wealth Transfer Stateg... • Investment Advisory • Deferred Compensation Plans • Business Succession Strategies • Investment Strategies • Securities • Banking • Wealth Management Services • Risk Management Strategies • Wealth Preservation Services • Estate Investment Strategies • Insurance • Retirement Savings • Stock Due Diligence • Tax Efficient Strategies • 401 Rollovers • Fixed Income Strategies • Microsoft Office • 401 Retirement Savings Plans • Personal Finance • Life Insurance • High Net Worth Individuals • Term Life Insurance

Languages

Italian

Ranks

Certificate:

Certified Financial Planner™ Professional

Industries

Financial Services

Name / Title

Company / Classification

Phones & Addresses

Lorenzo Gaudioso
President

STATEWIDE REO, INC

200 Main St, Ansonia, CT 06401
102 Southbury Rd, Roxbury, CT 06783

Lawyers & Attorneys

Lorenzo Gaudioso

Resumes

Financial Advisor

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Location:

102 Southbury Rd, Roxbury, CT 06783

Industry:

Financial Services

Work:

Lpg Wealth Management
Financial Advisor
Oppenheimer & Co. Inc. 2016 - 2017
Financial Advisor
Infinex Financial Group 2016 - 2017
Financial Advisor
Gaudioso Consulting 2013 - 2015
Consultant
Morgan Stanley 2011 - 2012
Retirement Plan Consultant and Wealth Manager

Education:

Fairfield University 1996 - 2013
Bachelors, Bachelor of Science, International Business, Finance Università Per Stranieri Di Siena 2001
Università Degli Studi Di Siena 1996 - 1996
Università Per Stranieri Di Siena 1996 - 1996
Philadelphia University 1995 - 1996
Notre Dame Catholic High School 1991 - 1995
College Preperation 1991 - 1995
College Preperation, With Honors 1991 - 1995
Notre Dame Catholic High School, Fairfield, Ct 1995

Skills:

Retirement Planning
Mutual Funds
Investments
Finance
Financial Advisory
Financial Planning
Asset Allocation
Relationship Management
Financial Services
Investment Management
Wealth Management
Multigenerational Wealth Transfer Stategies
Investment Advisory
Deferred Compensation Plans
Business Succession Strategies
Investment Strategies
Securities
Banking
Wealth Management Services
Risk Management Strategies
Wealth Preservation Services
Estate Investment Strategies
Insurance
Retirement Savings
Stock Due Diligence
Tax Efficient Strategies
401 Rollovers
Fixed Income Strategies
Microsoft Office
401 Retirement Savings Plans
Personal Finance
Life Insurance
High Net Worth Individuals
Term Life Insurance

Languages:

Italian

Certifications:

Certified Financial Planner™ Professional
Chartered Retirement Plan Specialist™
C(K)P®
Certified Financial Planner
Chartered Retirement Plan Specialist