Lorraine David
About Lorraine David
Lorraine David is a Wealth Management and Investment Services Specialist currently working at LPL Financial, Costello Real Estate, MassMutual Financial Group, and MetLife in various roles in the Charlotte, NC area.
Current Positions at LPL Financial
Lorraine David holds multiple roles at LPL Financial based in Fort Mill, South Carolina. She serves as the Internal Regional Director, a position with responsibilities that likely include overseeing team operations, supporting financial advisors, and facilitating client relations. Additionally, she works as a Transition Support Partner, a role that involves assisting advisors and clients in transitioning their accounts and services smoothly. Her dual roles highlight her expertise and versatility within the organization.
Role at Costello Real Estate
Lorraine David is also a Licensed Realtor with Costello Real Estate in Charlotte, NC. As a licensed realtor, her responsibilities probably involve helping clients buy, sell, and rent properties, offering market analysis, managing transactions, and providing expert advice on real estate investments. Her association with Costello Real Estate underscores her breadth of expertise within the financial and real estate sectors.
Position at MassMutual Financial Group
At MassMutual Financial Group, Lorraine David holds the position of Wealth Management, Investment Services Specialist. Based in the Charlotte, North Carolina area, her role likely includes managing client portfolios, advising on investment strategies, and guiding clients in wealth accumulation and preservation. MassMutual Financial Group benefits from her extensive knowledge and experience in financial services.
Roles at MetLife
Lorraine David contributes to MetLife through two key positions: New Business Specialist and Transition Services. As a New Business Specialist, her duties probably involve onboarding new clients, developing new business opportunities, and ensuring compliance with company policies. In her Transition Services role, she likely supports the transition of client accounts and financial plans, ensuring seamless operational continuity. Both roles reflect her commitment to high standards and client satisfaction.
Educational Background
Lorraine David studied Public Health at Wingate University. This educational background provides her with a foundational understanding of public health initiatives, probably contributing to her comprehensive approach in the financial services industry. The skills and knowledge gained from her studies at Wingate University likely enhance her ability to offer informed and holistic financial advice.