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Lisa Curles Phones & Addresses

  • 2214 Peachtree St, Atlanta, GA 30309 (404) 350-1637
  • Orlando, FL
  • 635 Singley Ct, Lawrenceville, GA 30044 (678) 985-5001 (678) 985-5005 (678) 985-5050
  • Decatur, GA
  • Rochester, NY

Work

Company: Smith & howard wealth management, llc Aug 1999 Position: Portfolio administrator in wealth management

Skills

Investments • Accounting • Financial Reporting • High Net Worth Individuals • Tax • Tax Preparation • Strategic Financial Planning • Financial Analysis • Corporate Tax • Income Tax • Financial Accounting • Quickbooks • Auditing • General Ledger • Estate Planning

Industries

Investment Management

Resumes

Resumes

Lisa Curles Photo 1

Portfolio Administrator In Wealth Management

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Location:
Atlanta, GA
Industry:
Investment Management
Work:
Smith & Howard Wealth Management, Llc
Portfolio Administrator In Wealth Management
Skills:
Investments
Accounting
Financial Reporting
High Net Worth Individuals
Tax
Tax Preparation
Strategic Financial Planning
Financial Analysis
Corporate Tax
Income Tax
Financial Accounting
Quickbooks
Auditing
General Ledger
Estate Planning
Lisa M Curles from Atlanta, GA, age ~65 Get Report