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Lisa Costa Location
Rhode Island, United States
Lisa Costa Work
2013 -now Service Recovery Manager @
2000 -now Service Trader @
2010 -2013 Executive Offices @
2004 -2009 Team Leader @
2002 -2004 Stock Plan Services Representative @
1983 -2000 Marketing @ Texas Instruments
Lisa Costa Education
University of Phoenix
Bachelor of Science (BS) (Business Administration and Management, General)
2003-2005
University of Phoenix
Bachelors of Science (Business Administration)
2001-2005
Lisa Costa Skills
Series 7
63 Licensed
Series 24
Stocks
Mutual Funds
Retirement
Equities
Investments
Trading
FINRA
Financial Services
401k
Asset Allocation
Series 63
Management
Project Management
Risk Management
Relationship Management
Process Improvement
Customer Service
Finance
Leadership
Business Analysis
Lisa Costa Summary
Lisa Costa, based in Rhode Island, United States, is currently a Service Recovery Manager at Fidelity Investments. Lisa Costa brings experience from previous roles at Fidelity Investments. Lisa Costa holds a 2003 - 2005 Bachelor of Science (BS) in Business Administration and Management, General @ University of Phoenix. With a robust skill set that includes Series 7, 63 Licensed, Series 24, Stocks, Mutual Funds and more. Lisa Costa has 1 mobile phone numbers on RocketReach.
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