Lisa Lacayo's Location
Indianapolis, IN, US
Lisa Lacayo's Work
- Financial Analyst @ Financial Services Company
- Wealth Management @ Morgan Stanley
- Financial Advisor, Investment Analyst @ Merrill Lynch
- Financial Planner @ ABN AMRO Bank N.V.
Lisa Lacayo's Education
- Purdue University
Bachelor's degree (Finance, General)
2000 - 2004 - College for Financial Planning
Chartered Retirement Planning Counselor (Financial Planning and Services)
2006 - 2006
Lisa Lacayo's Skills
- Asset Allocation
- Wealth Management
- Mutual Funds
- Series 63
- Alternative Investments
- Retirement Planning
- Equities
- Portfolio Management
- Fixed Income
- Investment Advisory
Lisa Lacayo's Summary
Lisa Lacayo, based in Indianapolis, IN, US, is currently a Financial Analyst at Ameriprise Financial Services, LLC, bringing experience from previous roles at Morgan Stanley, Merrill Lynch and ABN AMRO Bank N.V.. Lisa Lacayo holds a 2000 - 2004 Bachelor's degree in Finance, General @ Purdue University. With a robust skill set that includes Asset Allocation, Wealth Management, Mutual Funds, Series 63, Alternative Investments and more, Lisa Lacayo contributes valuable insights to the industry. Lisa Lacayo has 1 email on RocketReach.
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