Lisa Bean Email & Phone Number
Director of Client Services @ Aerie Advisory Group, LLC
5 free lookup(s).
Lisa Bean Location
- Texas, United States
Lisa Bean Work
- 2025 -now Director of Client Services @
- 2024 -2024 Travel @ Career break
- 2003 -2023 Vice President @
- 2016 -2023 Vice President @
- 2003 -2016 Vice President @ Presidio Capital Advisors (now Tiedemann Wealth Management)
- 1997 -2003 Registered Client Service Associate @
- 1992 -1997 Client Service Associate @
Lisa Bean Education
- Texas A&M University
Bachelor of Business Administration (BBA) (Marketing)
1984-1988
Lisa Bean Summary
- Lisa Bean, based in Texas, United States, is currently a Director of Client Services at Aerie Advisory Group, LLC. Lisa Bean brings experience from previous roles at Career break, AlTi Tiedemann Global, Tiedemann Wealth Management and Presidio Capital Advisors (now Tiedemann Wealth Management). Lisa Bean holds a 1984 - 1988 Bachelor of Business Administration (BBA) in Marketing @ Texas A&M University.
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