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Lisa Robinson

Senior Director, Wealth Advisor at Sequoia Financial Group

  • LinkedIn

Top performing operations strategy, client relations, project, and financial management executive with over 15 years of experience leading cross functional project teams, implementing cli...

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SEQUOIA FINANCIAL GROUP

SEQUOIA FINANCIAL GROUP

  • description Description
    At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, execu...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Sequoia Financial Group Org Chart and Mapping

Employees

Karen Santelli

Vice President, Controller

Ashley Bayer

Senior Associate, Wealth Advisor

Toyin Olatile

Business Intelligence Analyst

Larry Shetler

Director, Wealth Advisor

Valerie Jones

Associate Director Operations Analyst

Alexander Galbo

Client Services Associate

Jack Zhang

Chief Investment Strategist

Kenneth Paull

Vice President, Private Client Services

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  • Email  :  l****@sequoia-financial.com

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