JL
Jared Lorenz
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Work Experience
Jul 2005 - Jan 2013 · 7 years and 6 months
Performance Reporting Specialist
Apr 2008 - Jan 2013 · 4 years and 9 months
Managed Accounts Coordinator
Jun 2006 - Apr 2008 · 1 years and 10 months
Broker/Dealer Operations Intern
Jul 2005 - Jun 2006 · 11 months
Company Details
201-500 Employees
Sustainable Growth Strategies for Leading CPA Firms High performing CPA firms demand profitable growth even in difficult times. These firms create lasting momentum by striving to find and implement sustainable growth strategies. For more than 20 years, 1st Global has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients. Through proven processes that include world-class research, accounting firm-centered advice, exceptional business development education and innovative technology, 1st Global is the partner of choice for select firms. If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth. Research • Consulting • Education • Technology Securities offered through 1st Global Capital Corp. Member FINRA, SIPC www.finra.org, www.sipc.org Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
Year Founded
1992
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
12750 Merit Drive, Suite 1200 Dallas, TX 75251, US
Keywords
CPA Firm Growth ConsultantsWealth ManagementMarketing ServicesTechnology ServicesAccountingConsultingFinancial Planningand Investment Advisory
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