Lisa Sandoval

Analyst-Equity bei

Checchi Capital Advisers LLC

Finance

Consumer Services

Profil

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

Aktive Positionen von Lisa Sandoval

Unternehmen	Position	Beginn
Checchi Capital Advisers LLC Checchi Capital Advisers LLC Investment ManagersFinance CCA provides sophisticated globally diversified portfolio strategies for investors’ core long-term liquid equity and fixed income investments. Their strategies are based on individually constructed domestic and foreign fixed income and equity portfolios that use statistical sampling to approximate the distribution of the world’s liquid traded assets by value. Assets are invested primarily in fixed income and equity, utilizing exchange-traded funds, where appropriate, to achieve maximum diversification. CCA combines a quantitative approach in security analysis with an index methodology to construct portfolios of securities for clients.	Analyst-Equity	-

Alle aktiven Positionen von Lisa Sandoval

Ehemalige bekannte Positionen von Lisa Sandoval

Unternehmen	Position	Ende
HSBC Bank USA, NA HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA manages separate account and specializes in the use of asset allocation strategies. The firm's portfolio managers and analysts are generalists, although they do have significant investments in the stocks of small-cap European companies in the electronic technology sector.	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	3
HSBC Bank USA, NA HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA manages separate account and specializes in the use of asset allocation strategies. The firm's portfolio managers and analysts are generalists, although they do have significant investments in the stocks of small-cap European companies in the electronic technology sector.	Finance
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Checchi Capital Advisers LLC Checchi Capital Advisers LLC Investment ManagersFinance CCA provides sophisticated globally diversified portfolio strategies for investors’ core long-term liquid equity and fixed income investments. Their strategies are based on individually constructed domestic and foreign fixed income and equity portfolios that use statistical sampling to approximate the distribution of the world’s liquid traded assets by value. Assets are invested primarily in fixed income and equity, utilizing exchange-traded funds, where appropriate, to achieve maximum diversification. CCA combines a quantitative approach in security analysis with an index methodology to construct portfolios of securities for clients.	Finance