Luisa Chavez
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Luisa Chavez Email & Phone Number

Portfolio Evaluation Analyst at Fisher Investments
Location: San Mateo, California, United States 8 work roles 2 schools
1 work email found @fisherinvestments.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@fisherinvestments.com
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Current company
Fisher Investments
Role
Portfolio Evaluation Analyst
Location
San Mateo, California, United States
Company size
5129 employees

Who is Luisa Chavez? Overview

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Quick answer

Luisa Chavez is listed as Portfolio Evaluation Analyst at Fisher Investments, a company with 5129 employees, based in San Mateo, California, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for Luisa Chavez.

Luisa Chavez previously worked as Portfolio Implementation Associate at Fisher Investments and Client Services Associate at Fisher Investments. Luisa Chavez holds Bachelor Of Science (B.S.), Finance And Operations Management from Boston College.

Company email context

Email format at Fisher Investments

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{first_initial}{last}@fisherinvestments.com
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AeroLeads found 1 current-domain work email signal for Luisa Chavez. Compare company email patterns before reaching out.

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Profile bio

About Luisa Chavez

Luisa Chavez is a Portfolio Evaluation Analyst at Fisher Investments. She possess expertise in microsoft office, powerpoint, research, microsoft excel, public speaking and 6 more skills. She is proficient in French.

Listed skills include Microsoft Office, Powerpoint, Research, Microsoft Excel, and 7 others.

Current workplace

Luisa Chavez's current company

Company context helps verify the profile and gives searchers a useful next step.

Fisher Investments
Fisher Investments
Portfolio Evaluation Analyst
San Mateo, CA, US
Website
fisherinvestments.com
Employees
5129
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Company profile
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8 roles

Luisa Chavez work experience

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

Portfolio Evaluation Analyst

Current
Fisher Investments

Plano, Texas, US

Apr 2021 - Present

Portfolio Implementation Associate

Fisher Investments

Plano, Texas, US

- Oversaw initial portfolio implementation for new accounts- Performed maintenance on existing accounts (cash/stock additions, cash raises, rebalances)- Placed account-level trade orders based on IPC guidance- Coordinated trades between client services and the trading staff

Mar 2019 - Apr 2021

Client Services Associate

Fisher Investments

Plano, Texas, US

- Guided communication between Fisher Investments and top brokerage houses, who serve as our dedicated custodians- Coordinated numerous processes with external clients, internal clients and our dedicated custodians- Communicated directly with high net worth clients by phone or email- Established new/re-registered old accounts and resolved documentation and.

Jul 2017 - Mar 2019

Community Organizer Intern

Alliance For Community Transformation
May 2016 - Aug 2016

Production Intern

Blueberry Hill Productions
Oct 2015 - May 2016

Call Center Representative

Answer Financial

Valley Village, CA - California, US

Reached out to over 200 people daily about insurance needs and persuaded them to consider purchasing insurance through Answer Financial. Received over 40 incoming calls daily and collected customer’s demographic information.

Jun 2015 - Aug 2015

Sales Associate

Godiva Chocolatier

New York, US

Supervised operations of Godiva’s dipped goods. Tracked inventory and was responsible for the amount of goods that were produced.Assessed customers’ needs to provide them with quality service. Added on items to the purchase as a way to increase units sold per transaction. Improved ability to persuade customers to increase their purchase. Worked the.

Jun 2014 - Aug 2014
Team & coworkers

Colleagues at Fisher Investments

Other employees you can reach at fisherinvestments.com. View company contacts for 5129 employees →

MI Mitch Intille Mitch Intille Colleague at Fisher InvestmentsUnited States, United States View → KR Kelly Romano Kelly Romano Colleague at Fisher InvestmentsPortland, Oregon, United States, United States View → JF Jose F. Blondet Jose F. Blondet Colleague at Fisher InvestmentsDallas, Texas, United States, United States View → EN Elizabeth Nguyen Elizabeth Nguyen Colleague at Fisher InvestmentsPlano, Texas, United States, United States View → JM Jen Mcbride Jen Mcbride Colleague at Fisher InvestmentsPlano, Texas, United States, United States View → SK Stijn Kerkhofs Stijn Kerkhofs Colleague at Fisher InvestmentsLuxembourg, Luxembourg, Luxembourg, Luxembourg View → SR Savanna Rosales Savanna Rosales Colleague at Fisher InvestmentsFrisco, Texas, United States, United States View → SS Sanjeev Sunder Sanjeev Sunder Colleague at Fisher InvestmentsPlano, Texas, United States, United States View → WL Wendi Liu Wendi Liu Colleague at Fisher InvestmentsMenlo Park, California, United States, United States View → JM Jack Mathews Jack Mathews Colleague at Fisher InvestmentsTampa, Florida, United States, United States View →
2 education records

Luisa Chavez education

Bachelor Of Science (B.S.), Finance And Operations Management

Boston College

Bachelor Of Arts (B.A.), Psychology

Boston College
FAQ

Frequently asked questions about Luisa Chavez

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

What company does Luisa Chavez work for?

Luisa Chavez works for Fisher Investments.

What is Luisa Chavez's role at Fisher Investments?

Luisa Chavez is listed as Portfolio Evaluation Analyst at Fisher Investments.

What is Luisa Chavez's email address?

AeroLeads has found 1 work email signal at @fisherinvestments.com for Luisa Chavez at Fisher Investments.

Where is Luisa Chavez based?

Luisa Chavez is based in San Mateo, California, United States while working with Fisher Investments.

What companies has Luisa Chavez worked for?

Luisa Chavez has worked for Fisher Investments, Alliance For Community Transformation, Blueberry Hill Productions, Answer Financial, and Godiva Chocolatier.

Who are Luisa Chavez's colleagues at Fisher Investments?

Luisa Chavez's colleagues at Fisher Investments include Mitch Intille, Kelly Romano, Jose F. Blondet, Elizabeth Nguyen, and Jen Mcbride.

How can I contact Luisa Chavez?

You can use AeroLeads to view verified contact signals for Luisa Chavez at Fisher Investments, including work email, phone, and LinkedIn data when available.

What schools did Luisa Chavez attend?

Luisa Chavez holds Bachelor Of Science (B.S.), Finance And Operations Management from Boston College.

What skills is Luisa Chavez known for?

Luisa Chavez is listed with skills including Microsoft Office, Powerpoint, Research, Microsoft Excel, Public Speaking, Social Media, Customer Service, and Teamwork.

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