LLisa Conte's
email & phone
Current Position:
Assistant Vice President Operations at Wealthspire Retirement AdvisoryExperience:
22 yearsLocation:
Aliso Viejo, California, United StatesHow to contact Lisa Conte
l**@wealthspire.com
+1-***-***-7501
Work Experience
Oct 2024 - Current
Apr 2023 - Jan 2025
Aug 2017 - Apr 2023
May 2017 - Jan 2023
Feb 2015 - Aug 2017
Mar 2004 - Jan 2015
Nov 2016 - May 2017
Jul 2004 - May 2005
Aug 2003 - Jul 2004
Education
Northeastern University
High School Diploma at Ronald E. McNair High School
Current Company Information Wealthspire Retirement Advisory
Name: Wealthspire Retirement Advisory
Speciality: Investment Due Diligence, Fee Benchmarking, Fiduciary Compliance, Employee Communication, Provider Searches, Plan Design, Participant Outcomes, Financial Wellness, Target Date Fund Suitability, RFPs, Target Date Funds, TDFs, CITs, Collective Trusts, Defined Benefit Plans, 401(k), 403(b), 457
Location: Aliso Viejo, CA, United States
Employees: 1000-5000
HQ Phone: 800-994-3766
Description: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, ...
Frequently Asked Questions
What is Lisa Conte's minimum period of employment in the companies?
Lisa Conte's minimum period of employment in various companies is 6 months.What is Lisa Conte's average duration of employment for different companies?
On average, Lisa Conte works for one company for 3 years 7 monthsWhat industries has Lisa Conte worked in?
Lisa Conte works in the Financial Services. Previously, Lisa Conte worked in the Real Estate, and Retail, and Staffing and Recruiting, and Online Media.What positions has Lisa Conte held before?
Previously, Lisa Conte worked as a Senior Advisor, and RFP Team Lead, and Realtor, and Assistant GM, Merchandising (Gap), and Visual Merchandising Manager (Banana Republic).How do I contact Lisa Conte?
Lisa Conte's email address is l**@wealthspire.com, phone number is +1-***-***-7501. Sign up to get contact details.Who is the President/CEO/Director of the Wealthspire Retirement Advisory?
The President/CEO/Director of the Wealthspire Retirement Advisory is Kyle BiggerstaffWho are Lisa Conte's peers at other companies?
Lisa Conte's peers at other companies are Mikhail Berkovich and Tim Beckman and Bill StingleFind email for 850M+ professionals
