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@fortpointcap.com
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4 phones found area 415 and 480
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LinkedIn matched
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Lisa Church is listed as Director Of Operations at Fort Point Capital Partners at Fort Point Capital Partners, a with 16 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at fortpointcap.com, phone signal with area code 415, 480, and a matched LinkedIn profile for Lisa Church.
Lisa Church previously worked as Director Of Operations at Fort Point Capital Partners and Managing Director, Operations (via merger with Presidio) at Tiedemann Advisors.
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AeroLeads found 2 current-domain work email signals for Lisa Church. Compare company email patterns before reaching out.
25+ years experience managing all aspects of RIA Operations and Portfolio Performance Reporting (Advent Axys, Black Diamond, Addepar). Experienced Salesforce administrator including custom design. Strong analytical skills, process design, and data management.
Listed skills include Performance Reporting, Salesforce.Com Administration, Strategic Planning, It Strategy, and 25 others.
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San Francisco, Ca
Founded in 2008, Fort Point is an SEC-registered investment adviser that provides tailored investment solutions to individuals, wealth advisory firms, family offices, and institutions. The firm has particular expertise utilizing options-enhanced risk management strategies to facilitate desired client outcomes. Fort Point is headquartered in San Francisco with offices in New York, Denver, and Boston.
Other employees you can reach at fortpointcap.com. View company contacts for 16 employees →
Joel Newman
Colleague at Fort Point Capital PartnersNew York, United States
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John Mcdevitt
Colleague at Fort Point Capital PartnersSan Francisco, California, United States
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Mark A. Anderson, Cfp®
Colleague at Fort Point Capital PartnersSan Francisco, California, United States
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Andy Robertson
Colleague at Fort Point Capital PartnersNew York City Metropolitan Area, United States
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Brandon T.
Colleague at Fort Point Capital PartnersNew York, United States
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JM
John Mcdevitt
Colleague at Fort Point Capital PartnersGreenbrae, California, United States
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Chad Demartini
Colleague at Fort Point Capital PartnersNew York, United States
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Roy Haya
Colleague at Fort Point Capital PartnersNew York, United States
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Cj Blassick, Cfp®
Colleague at Fort Point Capital PartnersManhattan Beach, California, United States
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Luke Maier
Colleague at Fort Point Capital PartnersSan Francisco Bay Area, United States
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Quick answers generated from the profile data available on this page.
Lisa Church works for Fort Point Capital Partners.
Lisa Church is listed as Director Of Operations at Fort Point Capital Partners at Fort Point Capital Partners.
AeroLeads has found 2 work email signals at @fortpointcap.com for Lisa Church at Fort Point Capital Partners.
AeroLeads has found 4 phone signal(s) with area code 415, 480 for Lisa Church at Fort Point Capital Partners.
Lisa Church is based in San Francisco, California, United States while working with Fort Point Capital Partners.
Lisa Church has worked for Fort Point Capital Partners, Tiedemann Advisors, and The Presidio Group Llc.
Lisa Church's colleagues at Fort Point Capital Partners include Joel Newman, John Mcdevitt, Mark A. Anderson, Cfp®, Andy Robertson, and Brandon T..
You can use AeroLeads to view verified contact signals for Lisa Church at Fort Point Capital Partners, including work email, phone, and LinkedIn data when available.
Lisa Church is listed with skills including Performance Reporting, Salesforce.Com Administration, Strategic Planning, It Strategy, Database Design, Database Administration, Regulatory Compliance, and Performance Measurement.
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