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Lisa Sandoval
Analyst-Equity at Checchi Capital Advisers LLC
Lisa Sandoval active positions
Companies | Position | Start | End |
---|---|---|---|
Checchi Capital Advisers LLC
![]() Checchi Capital Advisers LLC Investment ManagersFinance Checchi Capital Advisers LLC (CCA) is a SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was founded by Alfred Checchi and Adam Checchi in 2007. CCA provides portfolio management services to high net-worth individuals, trusts, foundations, charitable organizations, pension and profit sharing plans, corporations, and other business entities. | Analyst-Equity | - | - |
Trading-Equity | - | - |
Career history of Lisa Sandoval
Former positions of Lisa Sandoval
Companies | Position | Start | End |
---|---|---|---|
HSBC Bank USA, NA
![]() HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Corporate Officer/Principal | - | - |
Training of Lisa Sandoval
University of California, Los Angeles | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Analyst-Equity | 1 |
Trading-Equity | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Checchi Capital Advisers LLC
![]() Checchi Capital Advisers LLC Investment ManagersFinance Checchi Capital Advisers LLC (CCA) is a SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was founded by Alfred Checchi and Adam Checchi in 2007. CCA provides portfolio management services to high net-worth individuals, trusts, foundations, charitable organizations, pension and profit sharing plans, corporations, and other business entities. | Finance |
HSBC Bank USA, NA
![]() HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Finance |
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