Since 2018, Lisa Goodman has been working in Reilly Financial Advisors 307, 307. Lisa is a qualified Vice President - Wealth Management with over 32 years of work experience. According to Lisa's resume and work profile, this professional has worked at more than four companies with numerous backgrounds and got different skills. Lisa attended school at the Uc San Diego. This person has professional certification in Series 6 and Series 63. Lisa can be found in San Diego, California – where the professional is currently located. You can search for Lisa Goodman's phone number and email. We can also provide you with detailed contact information upon request.
Name variants:
Alice Goodman,
Elisa Goodman,
Elizabeth Goodman,
Melissa Goodman
Last updated Jun 03, 2024
Contact Information
Last Update
Jul 8, 2022
Email
li**@brandes.com
Location
San Diego, CA
Company
Workplace
Vice President - Wealth Management
La Mesa, CA
Industry
Financial Services, Financial Advisors, Investment Management, Financial Advisor
Colleagues
Work History
Vice President - Wealth Management
7777 Alvarado Rd SUITE 116, La Mesa, CA 91942
from Dec 2018
Client Portfolio Manager
11988 El Camino Real SUITE 600, San Diego, CA 92130
Mar 1999 — Jan 2018
Associate Portfolio Manager
11988 El Camino Real SUITE 600, San Diego, CA 92130
Apr 2004 — Feb 2012
Institutional and Mutual Fund Portfolio Associate
11988 El Camino Real SUITE 600, San Diego, CA 92130
Mar 1999 — Apr 2004
Education
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Financial Broker
Portfolio Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Investment Analyst
Financial Analyst
Skills
Relationship Management
Separately Managed Accounts
Mutual Funds
Options
Asset Allocation
Equities
Investment Strategies
Series 7
Asset Management
Equity Research
Asset Managment
Investments
Investment Advisory
Securities
Investment Management
Risk Management
Alternative Investments
Fixed Income
Performance Attribution
Emerging Markets
Portfolio Management
Retirement Planning
Derivatives
Due Diligence
Budgets
Finance
Pensions
Retirement
Etfs
Trading Systems
Capital Markets
Commodity
Investor Relations
Valuation
Series 6
Hedge Funds
Series 63
Bloomberg
Financial Markets
Business Analysis
Wealth Management Services
Visio
Private Equity
Bonds
Financial Modeling
Strategic Financial Planning
Trading
Institutional Investments
Financial Analysis
Microsoft Excel
FAQs about Lisa Goodman
What's the main profession of Lisa Goodman?
Lisa Goodman is a Vice President - Wealth Management.
What jobs is Lisa a professional at?
Lisa is a professional Executive and Vice President jobs.
Where does Lisa Goodman live?
They lives in San Diego, California.
What is Lisa Goodman's email?
Lisa Goodman's email is li**@brandes.com.
How many companies did Lisa Goodman work at?
Lisa Goodman worked at four jobs.
What education does Lisa Goodman have?
Lisa studied at the Uc San Diego.
What are the certifications of Lisa Goodman?
This expert received the following certifications: Series 6, Series 63, Series 65, and Series 7.
Are there any professional industries, that Lisa Goodman is connected to?
Lisa Goodman works in Financial Services industry.