Career history of Lisa Somlo
Former positions of Lisa Somlo
| Companies | Position | Start | End |
|---|---|---|---|
| Discount Corp. of NY | Corporate Officer/Principal | - | - |
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - | - |
Coe Capital Management LLC
 Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Sales & Marketing | 2012-08-23 | - |
Training of Lisa Somlo
| Indiana University | Undergraduate Degree |
| DePaul University | Graduate Degree |
Statistics
International
| United States | 6 |
Operational
| Corporate Officer/Principal | 2 |
| Sales & Marketing | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Coe Capital Management LLC
Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Finance |
| Discount Corp. of NY | Finance |
| J.P. Morgan & Co., Inc. (Old) | Finance |
- Stock Market
- Insiders
- Lisa Somlo
- Experience
