Senior Client Associate
Loreen Washburn is a Senior Client Associate with Rockefeller Capital in Los Angeles, California. Loreen has worked on both the buy side and sell side of the markets. She has experience trading institutional accounts for Navellier & Associates and served as a key support liaison for the brokers, vendors and clients at Heflin & Co. Prior to joining Rockefeller, Loreen gained extensive experience as a Senior Client Associate with Wells Fargo Advisors. She is serving in the same capacity at Rockefeller Capital Management where she is an important member of The Martí Group.
Loreen has received her Bachelor of Science in Business Administration at Sierra Nevada College, has her Series 7, Series 63 registrations and insurance license. She brings the team over 20 years’ experience in the financial industry. She was born and raised in Ventura, CA and currently resides in Redondo Beach with her husband and children. She enjoys watching her children compete in their many sports.