Lizanina Lucero
Vice President @Seven Post Investment Office Lp
San Francisco, CA, US
EMAILS
l••••••••@sevenpost.com
MOBILE NUMBERS
+15•••••••02
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WORK HISTORY
Jan 2019 — Present
Vice President @Seven Post Investment Office Lp
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San Francisco, CA, US
Seven Post is a Private Investment Office that provides investment management and family office solutions for a select group of ultra high net worth families, endowments and foundations.
SKILLS
Process ImprovementManagementSecuritiesHigh Net Worth IndividualsBusiness DevelopmentOperations ManagementWealth ManagementFinancial ServicesCrmUniform Combined State LawRetail BankingBuilding RelationshipsCreditTrainingBankingCash ManagementRisk ManagementFinanceSeries 7Commercial LendingWealth Management ServicesSales OperationsAmlCustomer ServicePrivate BankingOperational RiskMicrosoft OfficeSalesHuman ResourcesRelationship Management
ABOUT LIZANINA LUCERO
Vice President at Seven Post Investment Office LP
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