Liz Ziad
Profile
Ms. Liz Ziad is Senior Financial Planning Assistant at Investment Advisory Group LLC.
She works extensively with Jay Richards to provide client service and support, account maintenance and financial planning support.
Prior to joining Investment Advisory Group, Ms. Ziad worked as an accountant for a CPA firm providing accounting and tax preparation services for individuals, partnerships and corporations.
Ms. Ziad graduated from Suffolk University with a Bachelor of Science degree in Business Administration and altogether has more than 17 years of experience in insurance and financial services operations.
Former positions of Liz Ziad
| Companies | Position | End |
|---|---|---|
Investment Advisory Group LLC
 Investment Advisory Group LLC Investment ManagersFinance Investment Advisory Group LLC (IAG) is an independent, SEC-registered investment advisor headquartered in Hanover, Massachusetts. The firm was founded by Jay Richards and George McCall in 1998. IAG provides advisory services to individuals, high net-worth individuals, trusts, estates and charitable organizations. | Sales & Marketing | 2014-01-31 |
Training of Liz Ziad
| Suffolk University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Investment Advisory Group LLC
Investment Advisory Group LLC Investment ManagersFinance Investment Advisory Group LLC (IAG) is an independent, SEC-registered investment advisor headquartered in Hanover, Massachusetts. The firm was founded by Jay Richards and George McCall in 1998. IAG provides advisory services to individuals, high net-worth individuals, trusts, estates and charitable organizations. | Finance |
- Stock Market
- Insiders
- Liz Ziad
