Lisa Sandoval

Lisa Sandoval

Analyst-Equity presso Checchi Capital Advisers LLC

Finance
Consumer Services

Profilo

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.

Posizioni attive di Lisa Sandoval

SocietàPosizioneInizio
Analyst-Equity -
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Precedenti posizioni note di Lisa Sandoval

SocietàPosizioneFine
Corporate Officer/Principal -
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Formazione di Lisa Sandoval

University of California, Los Angeles Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

4

Relazioni di 1° grado

3

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private2

Finance

Finance

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