Trisha S. Email & Phone Number
Chief Financial Officer @ El Cheapo Lifts
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Trisha S. Location
- San Diego, CA, US
Trisha S. Work
- Chief Financial Officer @ (January 2017 - Present)
- Finance Manager @ (July 2016 - Present)
- Finance Manager @ (July 2016 - Present)
- Treasurer @ PLHS Tennis Team Treasurer (September 2014 - Present)
- Financial Planner @ JSB Capital L L C (January 2013 - January 2014)
- Financial Planner @ Western Pacific Capital Management (January 2009 - December 2012)
- Associate @ Trilogy Financial (August 2008 - December 2008)
- Senior Analyst @ (March 2006 - June 2007)
- Senior securities analyst and Associate Portfolio Manager @ American Express Asset Management (December 2002 - October 2005)
- Portfolio Manager @ Nicholas Applegate (August 1998 - October 2002)
- Securities analyst @ (June 1998 - August 1998)
- Securities analyst and portfolio manager @ (June 1994 - June 1998)
Trisha S. Education
- USC Marshall School of Business
MBA (Finance)
1994 - UC Irvine
Bachelor's degree (Economics)
1988
Trisha S. Skills
- Alternative Investments
- Asset Allocation
- Financial Analysis
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Leadership
- Business Analysis
- Microsoft Excel
- Project Planning
- SQL
Trisha S. Summary
- Trisha S., based in San Diego, CA, US, is currently a Chief Financial Officer at El Cheapo Lifts. Trisha S. brings experience from previous roles at El Cheapo Lifts, PLHS Tennis Team Treasurer and JSB Capital L L C. Trisha S. holds a MBA in Finance @ USC Marshall School of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Financial Analysis, Investment Advisory, Investment Strategies and more. Trisha S. has 2 emails and 1 mobile phone numbers on RocketReach.
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