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Lisa Pelegrin - Email & Phone Number

Operations Specialist at Surevest Private Wealth

Lisa Pelegrin is based out of West Sacramento, California, United States and works at Surevest Private Wealth as Operations Specialist.

Lisa Pelegrin's Contact Information

Lisa Pelegrin's Work email
l*****@svweal***.com
Valid
Latest update
January 23, 2024
Location
West Sacramento, California, United States

Lisa's current employer

Surevest Private Wealth logo

Surevest Private Wealth

Description
Our clients have grown beyond cookie cutter advice and call center service. At Surevest we require a higher standard be met by the adviso...
HQ Location
Los Angeles, California, United States
Number of employees
2-10
Industry
Investment Management
Latest update
May 1, 2024

Frequent questions about Lisa Pelegrin

What company is Lisa Pelegrin working for?
Lisa Pelegrin works for Surevest Private Wealth.
What is Lisa Pelegrin's function at Surevest Private Wealth?
Lisa Pelegrin is Operations Specialist at Surevest Private Wealth.
Where is Lisa Pelegrin based?
Lisa Pelegrin is based out of West Sacramento, California, United States.
What is Lisa Pelegrin's work email address?
Lisa Pelegrin's professional email address is l*****@svweal***.com
Who are Lisa Pelegrin's co-workers?
Lisa Pelegrin's colleagues are Vanessa Patrick, Haddy Homampour, Moriah Ranade, Luis Galdamez, Alexander Keller, Breanne Polonia, Christina Mangino, Levi Brown, Peter Burnham.
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Lisa's co-workers

Vanessa Patrick avatar
Vanessa Patrick
Executive Assistant To Chief Executive Officer
Haddy Homampour avatar
Haddy Homampour
Vice President, Financial Planning and Client Strategy
Moriah Ranade avatar
Moriah Ranade
Vice President of Client Services
Luis Galdamez avatar
Luis Galdamez
COO & Director of Investments
Alexander Keller avatar
Alexander Keller
Director of Research and Trading
Breanne Polonia avatar
Breanne Polonia
Wealth Advisor & Women in Transition Specialist
Christina Mangino avatar
Christina Mangino
Senior Wealth Advisor
Levi Brown avatar
Levi Brown
Financial Coach/ Behavioral Finance Specialist
Peter Burnham avatar
Peter Burnham
Senior Wealth Advisor
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