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Patrick Lotzer
Owner at Lotzer & Co., Inc. | Milwaukee, Wisconsin, United States
Profile last verified June 2026
Insurance
Verified Profile
Milwaukee, Wisconsin, United States
Patrick Lotzer’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Patrick Lotzer Work Experience
Owner at Lotzer & Co., Inc. in January 1995 - Present
Senior Financial Analyst at Marsh in May 1989 - December 1994
Patrick Lotzer Skills
Strategic Planning
Investments
Asset Management
Asset Allocation
Portfolio Management
Equities
Financial Planning
Wealth Management
Financial Analysis
Mutual Funds
Estate Planning
Budgeting
Securities
Fixed Income
Bonds
Strategic Financial Planning
Forecasting
Internal Controls
Budgets
Due Diligence
Retirement Planning
Finance
Mergers & Acquisitions
Frequently asked questions about
Patrick Lotzer
What is Patrick Lotzer email address?
Email Patrick Lotzer at [email protected] and [email protected]. This email is the most updated Patrick Lotzer email found in 2026.
What is Patrick Lotzer phone number?
Patrick Lotzer phone number is +14143509631 and +14145505598.
How to contact Patrick Lotzer?
To contact Patrick Lotzer send an email to [email protected] or [email protected]. If you want to call Patrick Lotzer try calling on +14143509631 and +14145505598.
What is Patrick Lotzer net worth?
Patrick Lotzer has an estimated net worth of $25,000 to $49,999
What industry does Patrick Lotzer work in?
Patrick Lotzer works in the Insurance industry.
