Bio
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Topline AI
Adrian Lozano is a seasoned financial professional with experience as a Business Broker, Investment Specialist, Financial Advisor, and Financial Advisor at top companies like XGO Business Brokers and Advisors, Victory Capital, Northwestern Mutual, and New York Life Insurance Company. He holds a degree from The University of Texas at San Antonio.
Experience
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Business Broker
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Mar 2023 - Present
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Victory Capital
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San Antonio, Texas, United States
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Investment Specialist
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Aug 2022 - May 2023
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San Antonio, Texas, United States
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Financial Advisor
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Aug 2021 - Aug 2022
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New York Life Insurance Company
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San Antonio, Texas Area
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Financial Advisor
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Aug 2018 - Aug 2021
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San Antonio, Texas Area
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Education
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The University of Texas at San Antonio
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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