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Lisa Aoki

LPL Registered Administrative Associate at Tidemark Financial Partners

Lisa Aoki is an accomplished financial professional currently serving as the Investment Operations Director at Tidemark Financial Partners, where she manages portfolios, conducts market research and analysis, and oversees trading activities. She holds the CFA® designation, indicating her expertise in investment management and financial analysis.

Education and Career Background

  • Undergraduate Degree: Lisa earned her degree in Financial Planning and Services from San Diego State University.
  • Advanced Degree: She later completed a Master's in Finance at the University of San Diego.
  • Career Path: After participating in Tidemark Financial Partners' internship program, she was offered a position at the firm, where she has advanced to her current role focusing on investment operations.1

Personal Interests

Outside of her professional responsibilities, Lisa enjoys fitness, cooking, and spending quality time with friends and family.1

Her LinkedIn profile can be found under the username lisaoki, showcasing her professional connections and further details about her career.2

Highlights

Dec 23 · tidemarkfp.com
Team - Tidemark Financial Partners
Team - Tidemark Financial Partners

Related Questions

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Lisa Aoki
Lisa Aoki, photo 1
Lisa Aoki, photo 2
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Location

San Diego County, California, United States