Lisa Lettieri resumes & CV records
Resumes
![Lisa Lettieri Photo 26 Lisa Lettieri Photo 26](/img/not-found.png)
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
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
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
Poverty Alleviation
Environment
Health
Languages:
English
Spanish
Spanish
Certifications:
Series 7, 66 and Insurance Licenced
Cfp, Cltc, Series 7, 66 and Insurance Licenced
Cfp, Cltc, Series 7, 66 and Insurance Licenced
![Lisa Lettieri Photo 27 Lisa Lettieri Photo 27](/img/not-found.png)