Liana Triolo is the Office Manager and Securities Principal at LEXCO Wealth Management, where Liana is responsible for organizing a diverse range of office operations and procedures. In addition to operational tasks, her responsibilities also include client services and marketing.
Before joining LEXCO, Liana earned her degree in Studies in Special Education and Psychology at SUNY Cortland. Following her graduation, Liana worked for First Empire Securities where she held a variety of different support positions gaining experience in office administration, marketing and customer service. Liana also holds FINRA Series 7, 63 and 24 securities registrations with LPL Financial.
« BACK TO TEAM PAGEMAIN OFFICE (NY)
120 White Plains RoadTarrytown, NY 10591
914.468.8900
Office Of Supervisory Jurisdiction
BRANCH OFFICES
Tarrytown, NY
Middletown, NY
Poughkeepsie, NY
Montvale, NJ