Lisa Bean Email & Phone Number
Director of Client Services @ Aerie Advisory Group, LLC
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Lisa Bean Location
- Texas, United States
Lisa Bean Work
- Director of Client Services @ (January 2025 - Present)
- Vice President @ (June 2003 - December 2023)
- Vice President @ (October 2016 - April 2023)
- Vice President @ Presidio Capital Advisors (now Tiedemann Wealth Management) (June 2003 - September 2016)
- Registered Client Service Associate @ (December 1997 - June 2003)
- Client Service Associate @ (May 1992 - December 1997)
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 AlTi Tiedemann Global, Tiedemann Wealth Management, Presidio Capital Advisors (now Tiedemann Wealth Management) and Merrill Lynch. Lisa Bean holds a 1984 - 1988 Bachelor of Business Administration (BBA) in Marketing @ Texas A&M University.
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