Profiel
Ms. Bredeson joined AIG Financial Advisors in April of 2006.
She brings a broad range and depth of operations, clearing, and leadership experience to our organization, having served in a variety of capacities in the financial services industry over the past 20 years.
She led the design and integration of technology platforms and personnel to support all retirement plans and investment related business lines as vice president with the Institutional Services Group of Fifth Third Bank.
From 1996 to 2000, Ms. Bredeson was responsible for the development and management of all of E*TRADE’s operations, from its website start-up to the point at which it was servicing over 3,000,000 accounts and 350,000 transactions a day.
Ms. Bredeson served as a vice president with KEY Corp., where she established the bank’s broker-dealer; as compliance officer and brokerage operations manager for Investment Timing & Research, Inc.; and as senior auditor at Shawmut Corporation.
Ms. Bredeson earned a bachelor’s degree in Finance from Simmons College, Boston, Massachusetts, graduating with High Honors.
She holds NASD Series 7, 24, 27, and 63 securities licenses and she is an SIA Operations Division Member.
Eerdere bekende functies van Lisa E. Bredeson
| Bedrijven | Functie | Einde |
|---|---|---|
SagePoint Financial, Inc.
 SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Operationeel Directeur | 01-01-2009 |
Opleiding van Lisa E. Bredeson
| Simmons University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Finance |
