Lisa Sandoval

Analyst-Equity at Checchi Capital Advisers LLC

Finance

Consumer Services

Profile

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.

Lisa Sandoval active positions

Companies	Position	Start
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	-

All active positions of Lisa Sandoval

Former positions of Lisa Sandoval

Companies	Position	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	-

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Training of Lisa Sandoval

University of California, Los Angeles

Undergraduate Degree

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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