Lisa Weiner
Senior Vice President, Co-Founder at Beverly Hills Private Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Languages
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French Limited working proficiency
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Credentials
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Chartered Financial Consultant
The American CollegeFeb, 2021- Sep, 2024 -
Personal Investment Advisor
Merrill Lynch InternalApr, 2018- Sep, 2024
Experience
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Beverly Hills Private Wealth
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United States
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Financial Services
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1 - 100 Employee
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Senior Vice President, Co-Founder
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Oct 2022 - Present
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Financial Advisor
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Apr 2013 - Oct 2022
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Administrative Assistant
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May 2011 - Aug 2012
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Education
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2005 - 2009
University of Cincinnati College-Conservatory of Music
Bachelor's Degree
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