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 on RocketReach.
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Others Named Lisa Sanchez
Lisa M. Sanchez
Founder and CEO
Altadena, CA, US
Lisa E. Sánchez
Principal Owner
Boise, ID, US
Top Lyell Wealth Management Employees
Matt Bennitt
Co-Founder, Managing Director
Menlo Park, CA, US
Peri Soyugenc
Managing Director
Menlo Park, CA, US
Lisa Sanchez
Client Services Director
California, United States
Jeff Berry
Managing Director
Menlo Park, California, United States
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