Profilo
Ms. Lisa Somlo is Business Development Officer at Coe Capital Management LLC.
She joined Coe Capital Management in June 2009.
Ms. Somlo was previously employed as an Account Executive by Discount Corp.
of NY and a Principal by JPMorgan & Co., Inc.
Ms. Somlo received her undergraduate degree from Indiana University and a graduate degree from DePaul University.
Precedenti posizioni note di Lisa Somlo
| Società | Posizione | Fine |
|---|---|---|
| Discount Corp. of NY | Corporate Officer/Principal | - |
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
Coe Capital Management LLC
 Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Vendite & Marketing | - |
Formazione di Lisa Somlo
| Indiana University | Undergraduate Degree |
| DePaul University | Graduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Coe Capital Management LLC
Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Finance |
| Discount Corp. of NY | Finance |
| J.P. Morgan & Co., Inc. (Old) | Finance |
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