Lisa Gervais's Location
Sacramento, CA, US
Lisa Gervais's Work
- Finance and Human Resources Specialist @ Intellect IT
- Certified Financial Planner Practitioner, Senior Advisor Associate @ AmericaFirst Quantitative Funds
- Certified Financial Planner Practitioner @ Graystone Consulting from Morgan Stanley
- Supervision Consultant @ First Allied Advanced Equities 2011 Present
- Registered Client Associate and Certified Financial Planner Practitioner @ Merrill Lynch
- Licensed Personal Financial Representative @ Washington Mutual and Wm Financial Services 2005
- Financial Advisor @ Morgan Stanley
Lisa Gervais's Education
- California Polytechnic State University
Bachelor Of Science (Business Administration, Marketing, Finance And Marketing, Finance)
2000 - 2004
Lisa Gervais's Summary
Lisa Gervais, based in Sacramento, CA, US, is currently a Finance and Human Resources Specialist at Intellect It, bringing experience from previous roles at Americafirst Capital Management, LLC, Graystone Consulting, First Allied Advanced Equities 2011 Present and Merrill Lynch. Lisa Gervais holds a 2000 - 2004 Bachelor Of Science in Business Administration, Marketing, Finance And Marketing, Finance @ California Polytechnic State University. Lisa Gervais has 1 email and 1 mobile phone number on RocketReach.
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