Liza Curran

Client Service Associate @Stifel Financial Corp.

Investor & VCInvestor RelationsData EntryFinanceAssistantAdministrative AssistantExecutive AssistantOffice AssistantProject Coordinator

Financial services professional with 5 years of total experience across sectors like public accounting and wealth management. I thrive off building relationships with clients and building a rapport across departments and teams. I have created SOPs and internal docs for my respective teams, prepare client-facing material, and enjoy seeing a project through completion.

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Work Background

Client Services Associate

Stifel Financial Corp.Client Services Associate

Jan. 2024Dallas, Texas, United StatesT3 Investment Management Group

Client Services Associate

Waterloo CapitalClient Services Associate

Jun. 2023 - Jan. 2024Dallas, Texas, United States

Financial Analyst

SRS Distribution Inc.Financial Analyst

Sep. 2022 - Jun. 2023

Senior Audit Associate

FORVISSenior Audit Associate

Mar. 2022 - Sep. 2022

Audit Associate

FORVISAudit Associate

Sep. 2020 - Mar. 2022

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