Liz Spanos, CFA, is currently the Vice President at Callan, where they utilize their extensive experience in financial consulting. They have held previous roles as a Consulting Analyst and Consultant at JDL Consultants, LLC, and as an Institutional Consulting Analyst at Morgan Stanley. Earlier in their career, Liz worked as a Registered Client Service Associate at both Morgan Stanley and UBS and completed a Wealth Management Internship at UBS. They earned a Bachelor of Business Administration in Finance and Management, graduating Magna Cum Laude from Loyola Marymount University.
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