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Lisa Lynn Curcio
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Profile
Ms. Lisa L.
Curcio was previously employed as a Relationship Manager by Sterling Investment Advisors Ltd.
Former positions of Lisa Lynn Curcio
| Companies | Position | End |
|---|---|---|
Sterling Investment Advisors Ltd.
 Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling ascertains each client’s financial goals and investment objective(s) and then allocates the client’s assets consistent with their designated investment objective(s). Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, the firm develops each client’s personal investment policy and creates and manages a portfolio, which may include the individual’s personal 401k assets, based on that investment policy. | Trading-Equity | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Sterling Investment Advisors Ltd.
Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling ascertains each client’s financial goals and investment objective(s) and then allocates the client’s assets consistent with their designated investment objective(s). Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, the firm develops each client’s personal investment policy and creates and manages a portfolio, which may include the individual’s personal 401k assets, based on that investment policy. | Finance |
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- Lisa Lynn Curcio
