Lisa Aoki Email & Phone Number
Investment Operations Director @ Tidemark Financial Partners
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Lisa Aoki Location
- San Diego, CA, US
Lisa Aoki Work
- Investment Operations Director @ (November 2021 - Present)
- Operations Associate @ (December 2019 - December 2021)
- LPL Registered Administrative Associate @ (June 2019 - December 2019)
- Financial Advisor Intern @ (February 2019 - May 2019)
- Customer Service Specialist @ (May 2018 - February 2019)
Lisa Aoki Education
- University of San Diego
Master of Science - MS (Finance)
2022 - The American School in Japan
High School Diploma (Bachelor of Business Administration - BBA, Financial Planning and Services)
2020 - San Diego State University
Bachelor of Business Administration - BBA (Financial Planning and Services)
2020
Lisa Aoki Summary
- Lisa Aoki, based in San Diego, CA, US, is currently a Investment Operations Director at Tidemark Financial Partners. Lisa Aoki brings experience from previous roles at Tidemark Financial Partners and Union Bank. Lisa Aoki holds a Master of Science - MS in Finance @ University of San Diego. Lisa Aoki has 1 emails on RocketReach.
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