Lisa Hurst Email & Phone Number
Client Service Associate @ Edelman Financial Engines
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Lisa Hurst Location
- Newport, RI, US
Lisa Hurst Work
- 2026 -now Client Service Associate @
- 2023 -2026 Relationship Manager @
- 2018 -2022 Client Services Associate @
- 2005 -2016 Client Accounts Manager @ Atherton Lane Advisers
- 1992 -2005 Client Accounts Manager @
Lisa Hurst Education
- Santa Clara University
Bachelor's degree (Bachelor's degree, Accounting)
- UC San Diego
Lisa Hurst Skills
- Data Analysis
- Investments
- Microsoft Excel
- Cross Functional Team Leadership
- Cross Functional Team
- Customer Service
Lisa Hurst Summary
- Lisa Hurst, based in Newport, RI, US, is currently a Client Service Associate at Edelman Financial Engines. Lisa Hurst brings experience from previous roles at Bell Investment Advisors, Wealth Architects, LLC, Atherton Lane Advisers and Portola Group. Lisa Hurst holds a Bachelor's degree in Bachelor's degree, Accounting @ Santa Clara University. With a robust skill set that includes Data Analysis, Investments, Microsoft Excel, Cross Functional Team Leadership, Cross Functional Team and more. Lisa Hurst has 1 emails and 2 mobile phone numbers on RocketReach.
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