![Lisa Lynn Curcio](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Lisa Lynn Curcio
Nessuna posizione attualmente
Finance
Profilo
Ms. Lisa L.
Curcio was previously employed as a Relationship Manager by Sterling Investment Advisors Ltd.
Precedenti posizioni note di Lisa Lynn Curcio
| Società | Posizione | Fine |
|---|---|---|
Sterling Investment Advisors Ltd.
 Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling ascertains each client’s financial goals and investment objective(s) and then allocates the client’s assets consistent with their designated investment objective(s). Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, the firm develops each client’s personal investment policy and creates and manages a portfolio, which may include the individual’s personal 401k assets, based on that investment policy. | Trading-Equity | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Sterling Investment Advisors Ltd.
Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling ascertains each client’s financial goals and investment objective(s) and then allocates the client’s assets consistent with their designated investment objective(s). Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, the firm develops each client’s personal investment policy and creates and manages a portfolio, which may include the individual’s personal 401k assets, based on that investment policy. | Finance |
