Lisa Tesar Email & Phone Number
Senior Vice President, Financial Advisor
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Lisa Tesar Location
- Cedar Rapids, IA, US
Lisa Tesar Work
- Senior Vice President, Financial Advisor @ Tesar Group Investment & Financial Planning Powered by LPL Financial (March 2022 - Present)
- First Vice President Financial Advisor @ Morgan Stanley (February 2012 - April 2022)
Lisa Tesar Education
- Coe College
Business
1986-1989
Lisa Tesar Skills
- Microsoft Office
- Marketing
- Public Speaking
- Accounting
- Finance
- Financial Analysis
- Strategy
- Series 7
- Wealth Management
- Portfolio Management
- Tenant Representation
- Mutual Funds
- Investment Strategies
- Retirement Planning
Lisa Tesar Summary
- Lisa Tesar, based in Cedar Rapids, IA, US, is currently a Senior Vice President, Financial Advisor at Tesar Group Investment & Financial Planning Powered by LPL Financial. Lisa Tesar brings experience from previous roles at Morgan Stanley. Lisa Tesar holds a 1986 - 1989 Business @ Coe College. With a robust skill set that includes Microsoft Office, Marketing, Public Speaking, Accounting, Finance and more. Lisa Tesar has 2 emails and 2 mobile phone numbers on RocketReach.
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