Lisa Seery
Director, Advisory Trading @Ameriprise Financial Services, LLC
Charlotte, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2024 — Present
Director, Advisory Trading @Ameriprise Financial Services, LLC
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Charlotte, NC, US
EDUCATION
N/A
Stonehill College
Bachelor of Science (BS)
SKILLS
OptionsValuationBondsStrategic Financial PlanningAsset AllocationMutual FundsHedge FundsSecuritiesFinancial AnalysisInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsEquity ResearchMicrosoft ExcelEtfsFinancial ServicesAsset ManagementBloombergEquitiesPortfolio ManagementTradingFinancial PlanningInvestment AdvisoryInvestmentsFinancial ModelingInvestment Management
ABOUT LISA SEERY
Built at the intersection of wealthtech platforms, financial markets, and institutional…
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