Liz Pace Email & Phone Number
Chief Executive Officer @ Lourdes
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Liz Pace Location
- United States
Liz Pace Work
- 2023 -now Financial Advisor @
- 2022 -now Chief Executive Officer @
- 2018 -2022 Principal @
- 2015 -2018 Wealth Specialist @
- 2011 -2014 Wealth Management Consultant @
- 2006 -2011 Wealth Management Specialist @
- 2002 -2004 Financial Consultant @
Liz Pace Education
- Harvard University
Fintech (Certification in )
2019-2020 - The American College
CLU (Chartered Life Underwriter Designtaiton)
-
CHFC (Chartered Financial Consultant Designation)
- Northeastern State University
Bachelors of Business Administration (Finance)
Liz Pace Skills
- Succession Planning
- Wealth Preservation
- Wealth Management Services
- Family Wealth Management
- New Business Development
- Series 7
- Securities
- Estate Planning
- Insurance
- Series 66
- Strategic Planning
- Critical Thinking
- Financial Planning
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Life Insurance
- Wealth
- Financial Advisory
- Investments
Liz Pace Summary
- Liz Pace, based in United States, is currently a Chief Executive Officer at Lourdes. Liz Pace brings experience from previous roles at Merrill Lynch, Suqutra, Capital One and Saybrus Partners. Liz Pace holds a 2019 - 2020 Fintech in Certification in @ Harvard University. With a robust skill set that includes Succession Planning, Wealth Preservation, Wealth Management Services, Family Wealth Management, New Business Development and more. Liz Pace has 2 emails and 1 mobile phone numbers on RocketReach.
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