Lisa Quach's Location
United States
Lisa Quach's Work
- Vice President, Private Client Advisor @ Financial Services
- Financial Consultant @ Fidelity Investments
- VP- Administrative Manager @ Merrill Edge
- VP- Financial Solutions Advisor @ Merrill Edge
- Financial Representative @ Fidelity Investments
- Registered Client Service Associate @ Citi
- Sales and Service Specialist @ Bank of America
Lisa Quach's Education
- University of California, Riverside
Bachelor of Science (B.S.) (Business Administration, Finance)
2003 - 2006
Lisa Quach's Skills
- Certified Financial Planner
- Financial Services
- Series 7
- Series 66
- Closed End Funds
- Roth IRA
- Stocks
- Social Media
- Uniform Combined State Law
- Services
Lisa Quach's Summary
Lisa Quach, based in United States, is currently a Vice President, Private Client Advisor at Financial Services, bringing experience from previous roles at Fidelity Investments and Merrill Edge. Lisa Quach holds a 2003 - 2006 Bachelor of Science (B.S.) in Business Administration, Finance @ University of California, Riverside. With a robust skill set that includes Certified Financial Planner, Financial Services, Series 7, Series 66, Closed End Funds and more, Lisa Quach contributes valuable insights to the industry. Lisa Quach has 4 emails and 1 mobile phone number on RocketReach.
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