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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

    What are Lisa Aoki's main responsibilities at Tidemark Financial Partners?
    How did Lisa Aoki become an Investment Operations Director at Tidemark Financial Partners?
    What is Lisa Aoki's educational background?
    What other roles does Lisa Aoki hold at Tidemark Financial Partners?
    How long has Lisa Aoki been with Tidemark Financial Partners?
    Lisa Aoki
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    Lisa Aoki, photo 2
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    Location

    San Diego County, California, United States