Lisa A Lettieri, Age 436037 Putnam Ave, Flushing, NY 11385

Mentions for Lisa A Lettieri

Lisa Lettieri resumes & CV records

Resumes

Senior Paraplanner

Location:

20 Cannon Ridge Dr, Watertown, CT 06795

Industry:

Financial Services

Work:

Apella Capital, Llc
Senior Paraplanner Northwestern Mutual
Financial Advisor, Cfpâ , Cltc Opus Advice First Apr 2016 - Jan 2017
Financial Advisor at Opus: Advice First, A Private Wealth Advisory Practice of Ameriprise Financial Merrill Lynch Oct 2011 - Jul 2015
Client Services Niri Intelligent Computing Jun 2006 - Jul 2011
Chapter Secretary Fuelcell Energy Oct 2006 - Feb 2010
Vice President Investor Relations Champion Enterprises Oct 2004 - May 2005
Vice President Investor Relations Scientific Games Corporation Jan 2000 - Jan 2005
Director Investor Relations and Corporate Communications Lippert Heilshorn Associates Oct 1997 - Sep 2000
Vice President Commonwealth Associates, Inc. 1995 - 1997
Institutional Sales Auerbach Pollock & Assocs 1993 - 1995
Institutional Sales Martin Simpson 1991 - 1995
Institutional Sales Needham & Company 1985 - 1988
Institutional Sales Representative and Syndicate Manager Morgan Stanley 1982 - 1985
Assistant

Education:

Fairfield University 2015 - 2016
Fordham University 1985 - 1991
Master of Business Administration, Masters, Accountancy, Finance Manhattan College 1979 - 1982
Bachelors, Bachelor of Science, Marketing Pratt Institute 1976 - 1978
Mcburney High School 1973 - 1975

Skills:

Strategy, Management, Leadership, Strategic Planning, Finance, Investments, Portfolio Management, Financial Services, Business Development, Investor Relations

Interests:

Politics
Poverty Alleviation
Environment
Health

Languages:

English
Spanish

Certifications:

Series 7, 66 and Insurance Licenced
Cfp, Cltc, Series 7, 66 and Insurance Licenced

Lisa Lettieri

NOTICE: You may not use PeopleBackgroundCheck or the information it provides to make decisions about employment, credit, housing or any other purpose that would require Fair Credit Reporting Act (FCRA) compliance. PeopleBackgroundCheck is not a Consumer Reporting Agency (CRA) as defined by the FCRA and does not provide consumer reports.