Team Leader
Lorraine Truten
Senior Director
+1.215.898.4757
e-mail: truten@wharton.upenn.edu
Lorraine leads a financial services team, combining industry and educational design experience with investment and commercial banks, insurance providers, industry associations, and wealth management professionals. Lorraine served as president and chief executive of the MAS Funds group of institutional mutual funds and its distributor, MAS Fund Distribution, Inc. Lorraine led global teams in client service, internal consulting, and operations and is a chartered financial analyst.
Current Team Projects
The team is currently partnering with:
- A leading global firm to provide a certification program for high potentials in its wealth management practice. Participants come to Wharton for programs focused on finance and modern portfolio theory, financial instruments, and asset allocation strategies. The series culminates with a senior-level program that challenges participants to improve their analytical and presentation effectiveness through live case study presentations.
- A top investment bank with an annual program to prepare associates for rapid advancement. The course combines finance, leadership, and strategy and readies participants to take on the broader responsibilities of people management while gaining a deeper understanding of their clients' needs.
- The Securities Industry and Financial Markets Association to deliver the longest continually running executive development program in the country.