Lisa Loyola
San Francisco State University
Tell me more about Lisa Loyola?
Lisa Loyola is a highly experienced professional with 24.6 years of work experience in the investment and financial services industry. She has a strong skill set in investments, mutual funds, series 7, series 63, series 65, series 24, equities, fixed income, fixed annuities, notary public, and Quickbooks 2012. Lisa is certified in both formerly life/health insurance and has worked in various roles, including Administrative Assistant at Nevada Highway Patrol and Senior Registered Client Associate at Wells Fargo Advisors. She is based in the United States.
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Work Experience
Administrative Assistant
Law Enforcement
Lisa Loyola's Professional Milestones
- Administrative Assistant (2015-02-01~): Streamlined administrative processes, improving efficiency and productivity for the organization.
- Operations Manager And Investment Associate (1999-04-01~2001-04-01): Implemented strategic management techniques to optimize operations, drive efficiency and achieve cost savings.
Education
Skill
Investments
Mutual Funds
Series 7
Series 63
Series 65
Series 24
Equities
Fixed Income
Fixed Annuities
Notary Public Nevada
Quickbooks 2012 Certified
Formerly Life/health Insurance Licensed
Certification
Colleagues
Other Named Lisa Loyola
Frequently asked questions
We found 2 Lisa Loyola's email addresses
Lisa Loyola's social media include: Linkedin,
Lisa Loyola works for Nevada Highway Patrol
Lisa Loyola's role in Nevada Highway Patrol is Administrative Assistant
Lisa Loyola works in the industry of Law Enforcement
Lisa Loyola's colleagues are Carol Derfoldi,Tori Shumway, BSW,LYNN BROOKS
Lisa Loyola's latest job experience is Administrative Assistant at Nevada Highway Patrol
Lisa Loyola's latest education in San Francisco State University