Position:
Financial Planning Associate at Ameriprise Financial Services, LLC
Location:
United States
Found email addresses for Isaac Lefstein:
Found phone for Isaac Lefstein:
May 2026 - Current
Jan 2025 - May 2026
Jun 2018 - May 2026
Apr 2016 - Aug 2018
Their professional focus is Cooking, Corporate Finance, and Customer Insight across 3 core areas.
Isaac holds Securities Industry Essentials (SIE), Profit Analysis using Economic Value Added, and Business Analytics with Excel: Elementary to Advanced certifications and has been awarded Deans List
Bachelor of Science - BS at California State University San Marcos
Associate's degree at Palomar College
High School Diploma at Rancho Bernardo High School
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