Lisa Detanna
- Role
- Senior Vice President - Investments, Managing Director at Raymond James
- Location
- Beverly Hills, CA, US
- LinkedIn followers
- 500 followers
About Lisa Detanna
9595 Wilshire Blvd Suite 801 Beverly Hills CA 90••••••••06 I have been…
Experience
Senior Vice President - Investments, Managing Director
Dec 2011 — Present
Our team\'s practice at Raymond James focuses on creating value for all the families we serve, including looking at a client’s business and finding tax-efficient ways to attempt to grow wealth, including pension and retirement plans. I believe foundations, not-for-profits and charities of our clients are an extension of their families and we look to include them in the estate review and planning process. Part of our teams mission, is to teach heirs to be good stewards of their families legacy; helping the matriarch and patriarch create a financial plan to pass on their family values as well as their wealth, from one generation to the next.
Education
UCLA
BA, Psychology, Business
1982 — 1986
Pepperdine University
MBA, Business
1989 — 1992
Skills
- Fixed Income
- Series 65
- Alternative Investments
- Mutual Funds
- Securities
- Series 63
- Finance
- Equities
- Wealth Management
- Venture Capital
- Capital Markets
- Asset Managment
- Asset Management
- Mergers & Acquisitions
- Investment Strategies
- Investment Advisory
- Portfolio Management
- Financial Advisory
- Asset Allocation
- Hedge Funds
- Mergers
- Retirement Planning
- Series 7
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