Lisa Hurst Email & Phone Number

Relationship Manager @ Bell Investment Advisors

5 free lookup(s).

Lisa Hurst Location

Cupertino, CA, US

Lisa Hurst Work

2023 - now Relationship Manager @ Bell Investment Advisors
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2018 - 2022 Client Services Associate @ Wealth Architects, LLC
2016 - 2017 Securities Operations Specialist @ BNY Pershing
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2005 - 2016 Client Accounts Manager @ Atherton Lane Advisers, LLC
1992 - 2005 Client Accounts Manager @ Portola Group

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Lisa Hurst Education

Santa Clara University
Bachelor's degree (Accounting)
UC San Diego

Lisa Hurst Skills

Data Analysis
Investments
Microsoft Excel

Cross Functional Team Leadership
Cross Functional Team
Customer Service

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Lisa Hurst Summary

Lisa Hurst, based in Cupertino, CA, US, is currently a Relationship Manager at Bell Investment Advisors. Lisa Hurst brings experience from previous roles at Wealth Architects, LLC, BNY Mellon, Atherton Lane Advisers and Portola Group. Lisa Hurst holds a Bachelor's degree in 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 2 emails and 2 mobile phone numbers on RocketReach.

Lisa Hurst Emails

Found 2 emails

Lisa Hurst Phone Numbers

Found 2 phone numbers

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