Lisa Giordano
About Lisa Giordano
Lisa Giordano is a Wealth Strategy Associate at UBS, where she has worked since 2021 in Stamford, CT. She has a diverse background in finance and yoga, holding Series 7 and 66 registrations and teaching various styles of yoga since 2006.
Work at UBS
Lisa Giordano has been employed as a Wealth Strategy Associate at UBS since 2021. In this role, she focuses on providing tailored wealth management strategies to clients. Prior to her current position, she briefly worked at UBS as a Senior Registered Client Service Associate in 2015. Her experience at UBS reflects her commitment to the financial services industry, particularly in Stamford, Connecticut, which is known for its strong financial sector.
Previous Experience at TBP Advisors
Before joining UBS, Lisa Giordano served as Vice President of Business Development at TBP Advisors.com from 1998 to 2015. During her 17 years in this role, she was responsible for driving business growth and developing client relationships. This experience contributed to her extensive knowledge of the financial advisory landscape.
Education and Expertise
Lisa Giordano holds a Bachelor of Business Administration in Finance from Iona College and a Master of Arts in Education from Manhattanville College. Her educational background provides her with a solid foundation in both financial principles and educational methodologies, enhancing her ability to communicate complex financial concepts effectively.
Yoga Teaching Experience
In addition to her financial career, Lisa Giordano has been a yoga teacher since 2006. She is a 500-hour Registered Yoga Teacher (RYT) specializing in various styles, including Hot Vinyasa, Vinyasa, Yin, Aerial Yoga, and Paddleboard Yoga. This diverse skill set in yoga complements her professional endeavors, allowing her to promote wellness alongside her financial expertise.
Professional Certifications
Lisa Giordano holds Series 7 and Series 66 registrations, which qualify her to engage in general securities and investment advisory services. These certifications demonstrate her proficiency and commitment to maintaining industry standards in financial services.