Lisa Sanchez Email & Phone Number
Client Services Director @ Lyell Wealth Management
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Lisa Sanchez Location
- California, United States
Lisa Sanchez Work
- 2021 -now Client Services Director @
- 2016 -2021 Regional Sales Office Supervisor @
- 2007 -2016 Office Assistant @ Atherton Lane Advisers, LLC
Lisa Sanchez Skills
- Key Account Management
- Sales Management
- Rallying
- Account Management
- Logistics
Lisa Sanchez Summary
- Lisa Sanchez, based in California, United States, is currently a Client Services Director at Lyell Wealth Management. Lisa Sanchez brings experience from previous roles at BNY Mellon Wealth Management and Atherton Lane Advisers, LLC. With a robust skill set that includes Key Account Management, Sales Management, Rallying, Account Management, Logistics and more. Lisa Sanchez has 2 emails and 1 mobile phone numbers on RocketReach.
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