Sergio Duenas, Cfa
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Sergio Duenas, Cfa Email & Phone Number

Vice President, Investments and Analytics at Lido Advisors, LLC at Lido Advisors, LLC
Location: Los Angeles Metropolitan Area, United States, United States 6 work roles 2 schools
1 work email found @lidoadvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@lidoadvisors.com
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Current company
Lido Advisors, LLC
Role
Vice President, Investments and Analytics at Lido Advisors, LLC
Location
Los Angeles Metropolitan Area, United States, United States
Company size
71 employees

Who is Sergio Duenas, Cfa? Overview

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Quick answer

Sergio Duenas, Cfa is listed as Vice President, Investments and Analytics at Lido Advisors, LLC at Lido Advisors, LLC, a company with 71 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at lidoadvisors.com and a matched LinkedIn profile for Sergio Duenas, Cfa.

Sergio Duenas, Cfa previously worked as Vice President, Investments and Analytics at Lido Advisors, Llc and Investment Analyst at Lido Advisors, Llc. Sergio Duenas, Cfa studied at California State University-Long Beach.

Company email context

Email format at Lido Advisors, LLC

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*@lidoadvisors.com
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AeroLeads found 1 current-domain work email signal for Sergio Duenas, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Sergio Duenas, Cfa

Sergio Duenas, Cfa is a Vice President, Investments and Analytics at Lido Advisors, LLC at Lido Advisors, LLC. He possess expertise in financial analysis, portfolio management, economic forecasting, investment management, risk management and 23 more skills.

Listed skills include Financial Analysis, Portfolio Management, Economic Forecasting, Investment Management, and 24 others.

Current workplace

Sergio Duenas, Cfa's current company

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Lido Advisors, LLC
Lido Advisors, Llc
Vice President, Investments and Analytics at Lido Advisors, LLC
los angeles, california, united states
Website
lidoadvisors.com
Employees
71
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Company profile
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6 roles · 19 years

Sergio Duenas, Cfa work experience

A career timeline built from the work history available for this profile.

Analyst / Administrative

Current
Academy Of Beauty

Culver City

  • Systematized the information of students to create company’s Student Annual Report
  • Managed the company’s financial statements of over $90,000
  • Researched marketing paths to increase enrollment resulting of a 30 percent increase
2007 - Present ~19 yrs 4 mos

Student Portfolio Manager

California State University, Long Beach

Long Beach, CA

  • SMIF is an honors-level program, open for students in Finance by invitation of the College of Business Administration, Department of Finance at CSULB.
  • As Portfolio Manager, I was responsible for managing three investment portfolios equivalent to a $250,000 worth of real assets.
  • Our team is constantly researching, analyzing and presenting different types of strategies to decrease the risk of our portfolio with the goal of performing better than the benchmark.
  • Presented in the Request for Proposal competition, funded by the Chartered Financial Analyst Society of Orange County and acquired a $25,000 portfolio
  • Analyzed a publicly traded company for the Equity Research Challenge by the CFA Foundation
Jun 2016 - Jun 2017

Intern

Lpl Financial

Manhattan Beach

  • LPL Financial is an investment firm were financial advisors help customers set up an investment portfolio after retirement.
  • Conducted 54 calls per hour to acquire new customers
  • Contacted prospective customers while data mining
May 2015 - Aug 2015
Team & coworkers

Colleagues at Lido Advisors, LLC

Other employees you can reach at lidoadvisors.com. View company contacts for 71 employees →

SH Scott Hall Scott Hall Colleague at Lido Advisors, Llc Central Islip, New York, United States, United States View → AA Anna Ackerman Anna Ackerman Colleague at Lido Advisors, Llc Newport Beach, California, United States, United States View → JF Jessica Fino Jessica Fino Colleague at Lido Advisors, Llc Boca Raton, Florida, United States, United States View → RR Rick Rosenthal Rick Rosenthal Colleague at Lido Advisors, Llc Chicago, Illinois, United States, United States View → PG Patrick Garcia Patrick Garcia Colleague at Lido Advisors, Llc Los Angeles Metropolitan Area, United States View → AD Altin Daraku Altin Daraku Colleague at Lido Advisors, Llc Albania, Albania View → LR Laurén Rumsey, Mba Laurén Rumsey, Mba Colleague at Lido Advisors, Llc Denver, Colorado, United States, United States View → MG Matthew Glover Cima®,Cpwa,Chfc,Aep Matthew Glover Cima®,Cpwa,Chfc,Aep Colleague at Lido Advisors, Llc Nashville Metropolitan Area, United States View → TC Tony Chartrey Tony Chartrey Colleague at Lido Advisors, Llc Sandpoint, Idaho, United States, United States View → KB Kristaps Baumanis Kristaps Baumanis Colleague at Lido Advisors, Llc Latvia, Latvia View →
2 education records

Sergio Duenas, Cfa education

FAQ

Frequently asked questions about Sergio Duenas, Cfa

Quick answers generated from the profile data available on this page.

What company does Sergio Duenas, Cfa work for?

Sergio Duenas, Cfa works for Lido Advisors, LLC.

What is Sergio Duenas, Cfa's role at Lido Advisors, LLC?

Sergio Duenas, Cfa is listed as Vice President, Investments and Analytics at Lido Advisors, LLC at Lido Advisors, LLC.

What is Sergio Duenas, Cfa's email address?

AeroLeads has found 1 work email signal at @lidoadvisors.com for Sergio Duenas, Cfa at Lido Advisors, LLC.

Where is Sergio Duenas, Cfa based?

Sergio Duenas, Cfa is based in Los Angeles Metropolitan Area, United States, United States while working with Lido Advisors, LLC.

What companies has Sergio Duenas, Cfa worked for?

Sergio Duenas, Cfa has worked for Lido Advisors, Llc, Academy Of Beauty, California State University, Long Beach, and Lpl Financial.

Who are Sergio Duenas, Cfa's colleagues at Lido Advisors, LLC?

Sergio Duenas, Cfa's colleagues at Lido Advisors, LLC include Scott Hall, Anna Ackerman, Jessica Fino, Rick Rosenthal, and Patrick Garcia.

How can I contact Sergio Duenas, Cfa?

You can use AeroLeads to view verified contact signals for Sergio Duenas, Cfa at Lido Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Sergio Duenas, Cfa attend?

Sergio Duenas, Cfa studied at California State University-Long Beach.

What skills is Sergio Duenas, Cfa known for?

Sergio Duenas, Cfa is listed with skills including Financial Analysis, Portfolio Management, Economic Forecasting, Investment Management, Risk Management, Administrative Assistants, Microsoft Excel, and Statistics.

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