Lisa is the Vice President of Product Execution at CCA, focusing on product execution, trading, and client relationship management.
Prior to joining CCA. Lisa was an Investment Operations Associate at Prudential Financial, where she provided daily management of Executive Benefit Plans. Lisa’s responsibilities included benefit plan implementation, account funding, and trading. Lisa also produced the portfolio performance reports and assisted her clients in understanding their performance to make sure their investment goals were being met. Lisa started her career at HSBC Bank where she held positions that exposed her to investments and financial planning.
Lisa earned a Bachelor of Arts degree in Business Economics from University of California, Santa Barbara.
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