![Lisa Somlo](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>)
Profiel
Ms. Lisa Somlo is Business Development Officer at Coe Capital Management LLC.
She joined Coe Capital Management in June 2009.
Ms. Somlo was previously employed as an Account Executive by Discount Corp.
of NY and a Principal by JPMorgan & Co., Inc.
Ms. Somlo received her undergraduate degree from Indiana University and a graduate degree from DePaul University.
Eerdere bekende functies van Lisa Somlo
| Bedrijven | Functie | Einde |
|---|---|---|
Discount Corp. of NY
 Discount Corp. of NY Investment Banks/BrokersFinance US government securities dealer | Corporate Officer/Principal | - |
J.P. Morgan & Co., Inc. (Old)
 J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Corporate Officer/Principal | - |
Coe Capital Management LLC
 Coe Capital Management LLC Investment ManagersFinance CCM offers a boutique approach where they tailor their recommendations to each individual client using allocations of their internally constructed asset class investment strategies. Specific models for each investment strategy are designed for different risk tolerances and implemented specifically to meet each client’s needs. The firm uses fundamental, bottom-up analysis to evaluate each security on its own merits. | Verkoop & Marketing | - |
Opleiding van Lisa Somlo
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
97
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Discount Corp. of NY
Discount Corp. of NY Investment Banks/BrokersFinance US government securities dealer | Finance |
Coe Capital Management LLC
Coe Capital Management LLC Investment ManagersFinance CCM offers a boutique approach where they tailor their recommendations to each individual client using allocations of their internally constructed asset class investment strategies. Specific models for each investment strategy are designed for different risk tolerances and implemented specifically to meet each client’s needs. The firm uses fundamental, bottom-up analysis to evaluate each security on its own merits. | Finance |
J.P. Morgan & Co., Inc. (Old)
J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
