Client Relations Manager
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Loren has been trained by Tom Wheelwright to help our clients identify the best path to achieve their goals as they come to work with ProVision.
Prior to joining ProVision, he managed American Shipper Magazine’s top 40 accounts such as Oracle, SAP and JDA Software. Loren has worked in the financial consulting industry serving clients ranging from small markets to Fortune 500 engagements with CEO’s and CFO’s, mergers & acquisitions, and strategic planning. He started his career in accounting, having served as a Controller for five years.
Having consulted with business owners and investors on many projects, he understands the challenges and opportunities that entrepreneurs face everyday. His passion is helping clients make the successful transition from employee to business owner or investor.