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Lisa joined Aspiriant in 2004. She works closely with the Investment Operations team to establish and maintain client portfolios and process various investment transactions.
Lisa graduated from UC Santa Barbara in 2004 with a degree in Sociology and minors in English and Professional Writing. In Fall 2008, Lisa began the UC Berkeley Financial Planning Certificate Program.
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Tim Kochis, Song Park, Sherri Dorton, Young Kim, Lisa Cuseo |
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