![Lisa Lynn Curcio](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Lisa Lynn Curcio
Geen lopende functies
Finance
Profiel
Ms. Lisa L.
Curcio was previously employed as a Relationship Manager by Sterling Investment Advisors Ltd.
Eerdere bekende functies van Lisa Lynn Curcio
| Bedrijven | Functie | Einde |
|---|---|---|
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 | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
