Lisa Detanna, Managing Director - Senior Vice President, Investments of Raymond James located at 9595 Wilshire Blvd., Beverly Hills CA is working with Barron’s in Education to celebrate women’s history month. Lisa will be hosting an interactive session with Barron’s in Education and the UCLA School of Business students discussing “Common Myths of Investing.”
The Barron’s in Education program provides educational opportunities by connecting real-world business events & analysis to textbook theory, fostering professional growth by exposing students to a wide range of careers in global business, and share knowledge from the world’s top financial professionals. UCLA School of Business is now just one of many schools in the country to have this unique program.
Joe Lanza, Director of Financial Education at Barron’s Group, said, “Our national program introduces business students to financial executives, global markets, and real-time financial news. It promotes financial proficiency by connecting textbook theory to real word analysis and exposes students to an array of business careers. We appreciate the generosity and expertise that Lisa and industry experts provide in the program.”
Lisa, who joined Raymond James in 2011, has more than 30 years of experience in the financial services industry. Lisa Detanna, who manages more than $1.5 Billion in client assets, offers her clients Estate and Trust Review, Multi-Generational Wealth Planning, Financial and Retirement planning, Investment Management, Insurance Review and Protection of Assets, Concierge Services in a Multi Family setting.
To reach Lisa or the advisors at Raymond James, more information can be found at Global Wealth Solutions Group or by calling 310-285-3906
About Barron’s in Education
Source: 04/02/2021. Data as of 3/10/21. (March 2021)
The Barron’s in Education mission is to connect business with academia to enhance financial proficiency; aiding the development of the next generation of business leaders and advisors. At Barron’s, we want to spark new thinking on this topic and help put a highly valued and highly educational financial publication in the hands of the next generation of college, university and high school students. For nearly a century, our readers have ranked as many of the most successful business leaders and investors in the world, so this only seems logical.
https://www.barrons.com for more information.
About Raymond James & Associates
As of 12/31/2020. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 58 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at raymondjames.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20210407005759/en/
Contacts
Andy Waldbaum, 310-285-4549
Global Wealth Solutions Group
