Lisa Sandoval
Analyst-Equity chez Checchi Capital Advisers LLC
Profil
Ms. Lisa Sandoval is a Vice President of Product Execution at Checchi Capital Advisers LLC.
She is focusing on product execution, trading, and client relationship management.
Prior to joining CCA, Ms. Sandoval was an Investment Operations Associate at Prudential Financial, where she provided daily management of Executive Benefit Plans.
Her responsibilities included benefit plan implementation, account funding, and trading.
She also produced the portfolio performance reports and assisted her clients in understanding their performance to make sure their investment goals were being met.
She started her career at HSBC Bank where she held positions that exposed her to investments and financial planning.
Ms. Sandoval earned a Bachelor of Arts degree in Business Economics from University of California, Santa Barbara.
Postes actifs de Lisa Sandoval
| Sociétés | Poste | Début |
|---|---|---|
Checchi Capital Advisers LLC
 Checchi Capital Advisers LLC Investment ManagersFinance Checchi Capital Advisers LLC (CCA) is a SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was founded by Alfred Checchi and Adam Checchi in 2007. CCA provides portfolio management services to high net-worth individuals, trusts, foundations, charitable organizations, pension and profit sharing plans, corporations, and other business entities. | Analyst-Equity | - |
Anciens postes connus de Lisa Sandoval
| Sociétés | Poste | Fin |
|---|---|---|
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Corporate Officer/Principal | - |
Formation de Lisa Sandoval
| University of California, Los Angeles | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Checchi Capital Advisers LLC
Checchi Capital Advisers LLC Investment ManagersFinance Checchi Capital Advisers LLC (CCA) is a SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was founded by Alfred Checchi and Adam Checchi in 2007. CCA provides portfolio management services to high net-worth individuals, trusts, foundations, charitable organizations, pension and profit sharing plans, corporations, and other business entities. | Finance |
HSBC Bank USA, NA
HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Finance |
