top of page
AdobeStock_309322005.jpeg
Fav3.png

ELIZABETH SANCHEZ

Analyst / Administrator

Elizabeth Sanchez.jpg

Elizabeth Sanchez is an analyst and administrator, currently serving as a member of the Oakpoint Advisors Capital Team. With over 15 years of diverse experience, she has directed business development, managed office operations, and provided executive support at the C-level.

 

Prior to joining Oakpoint Advisors, Elizabeth held multiple roles at J.P. Morgan Securities/Bear Stearns & Co. in New York City. She initially supported investment banking sales and trading desks, providing high-level administrative and executive support. She later advanced into a role within the Business Management team as an office manager and expense analyst, where she played a part in managing operations and driving strategic initiatives for the Equities and Prime Services businesses across North America.

fav2_edited.png

GET IN TOUCH

100 South Ashley Drive, Suite 1130, Tampa, Fl. 33602

  • LinkedIn

Services

Resources

Insights (coming soon)

CONTACT US

Thanks for submitting!

Learn about our firm’s background and Investment Professionals on FINRA's BrokerCheck.

 

Securities offered through Oakpoint Solutions, LLC., doing business as Oakpoint Advisors, LLC, member FINRA/SIPC.

 

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

 

Oakpoint Advisors may only transact business or render investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results, and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Oakpoint Advisors, LLC ADV Part 3 [Client Relationship Summary or Form CRS] for additional information and risks.

sipc-logo-member.png
finra.png
bottom of page