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Lisa Lynn Curcio
Plus aucun poste en cours
Finance
Profil
Ms. Lisa L.
Curcio was previously employed as a Relationship Manager by Sterling Investment Advisors Ltd.
Anciens postes connus de Lisa Lynn Curcio
| Sociétés | Poste | Fin |
|---|---|---|
Sterling Investment Advisors Ltd.
 Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling ascertains each client’s financial goals and investment objective(s) and then allocates the client’s assets consistent with their designated investment objective(s). Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, the firm develops each client’s personal investment policy and creates and manages a portfolio, which may include the individual’s personal 401k assets, based on that investment policy. | Trading-Equity | - |
Expériences
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Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Sterling Investment Advisors Ltd.
Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling ascertains each client’s financial goals and investment objective(s) and then allocates the client’s assets consistent with their designated investment objective(s). Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, the firm develops each client’s personal investment policy and creates and manages a portfolio, which may include the individual’s personal 401k assets, based on that investment policy. | Finance |
