Lisa Thessen's Location
San Diego County, California, United States
Lisa Thessen's Work
- AVP, Technology Agile Center of Excellence @ LPL Financial
- Project Manager and Scrum Master @ LPL Financial
- Sr. Project Manager and Scrum Master @ NRS, a COMPLY company
- Sr. IT Project Manager and Scrum Master @ ClosingCorp
- Vice President, Project Management @ First Allied Securities, Inc.
- Vice President, Transitions @ First Allied Securities, Inc.
- Transition Coordinator @ Commonwealth Financial Network
- Client Support Service Manager @ LPL Financial
- Executive Assistant @ American Express Financial Advisors
Lisa Thessen's Education
- University of California, Santa Barbara
Bachelor's degree (Geography)
1996 - 2000 - San Diego State University-California State University
- Burbank High School
Lisa Thessen's Skills
- Series 7
- FINRA
- Asset Management
- Financial Services
- Project Management
- Fixed Annuities
- Management
- Transition Management
- Investment Strategies
- Securities
Lisa Thessen's Summary
Lisa Thessen, based in San Diego County, California, United States, is currently a AVP, Technology Agile Center of Excellence at LPL Financial, bringing experience from previous roles at LPL Financial, NRS - National Regulatory Services, ClosingCorp and First Allied Securities, Inc.. Lisa Thessen holds a 1996 - 2000 Bachelor's degree in Geography @ University of California, Santa Barbara. With a robust skill set that includes Series 7, FINRA, Asset Management, Financial Services, Project Management and more, Lisa Thessen contributes valuable insights to the industry. Lisa Thessen has 2 emails and 1 mobile phone number on RocketReach.
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