Liz Ziad
Geen lopende functies
Profiel
Ms. Liz Ziad is Senior Financial Planning Assistant at Investment Advisory Group LLC.
She works extensively with Jay Richards to provide client service and support, account maintenance and financial planning support.
Prior to joining Investment Advisory Group, Ms. Ziad worked as an accountant for a CPA firm providing accounting and tax preparation services for individuals, partnerships and corporations.
Ms. Ziad graduated from Suffolk University with a Bachelor of Science degree in Business Administration and altogether has more than 17 years of experience in insurance and financial services operations.
Eerdere bekende functies van Liz Ziad
| Bedrijven | Functie | Einde |
|---|---|---|
Investment Advisory Group LLC
 Investment Advisory Group LLC Investment ManagersFinance Investment Advisory Group LLC (IAG) is an independent, SEC-registered investment advisor headquartered in Hanover, Massachusetts. The firm was founded by Jay Richards and George McCall in 1998. IAG provides advisory services to individuals, high net-worth individuals, trusts, estates and charitable organizations. | Verkoop & Marketing | 01-02-2014 |
Opleiding van Liz Ziad
| Suffolk University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Investment Advisory Group LLC
Investment Advisory Group LLC Investment ManagersFinance Investment Advisory Group LLC (IAG) is an independent, SEC-registered investment advisor headquartered in Hanover, Massachusetts. The firm was founded by Jay Richards and George McCall in 1998. IAG provides advisory services to individuals, high net-worth individuals, trusts, estates and charitable organizations. | Finance |
