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Loreta Pengo

Senior Client Relationship Manager

Loreta Pengo is a Senior Client Relationship Manager at Avenu Insights & Analytics, a position held since November 2003. In this role, Loreta manages client relationships for eight institutional state clients, overseeing a total of over 130 million in assets and coordinating state custody services for unclaimed property program administrators. Responsibilities include settlement, safekeeping, sales, reporting of marketable securities and cash, corporate actions, dividend reinvestments, and detailed account reconcilement and research. Prior to this, Loreta worked as a Surveying Engineer for Korca Municipality from January 1991 to April 1998. Loreta holds a bachelor's degree in Surveying Engineering (Geodesy) from Tirana University, obtained between 1986 and 1991.

Location

Braintree, United States

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