Jassel J. Lizardi
Jassel J. Lizardi is Founder and CEO of Elevate Advisory LLC, which provides an array of advisory services to entrepreneurs and management teams of small, and midsized companies.
Previously she served as a Director in the Merchant Banking Division of Opus Bank and Opus Financial Partners. She was responsible for a range of activities from deal sourcing and evaluating investment opportunities, due diligence, preparation of investment memorandums and helping portfolio companies with their strategic and operating issues. These engagements included private financings, M&A assignments, and valuation studies for middle market companies in a diverse range of industries.
Previously, she resided in New York where she worked with Goldman Sachs, & Co., Merrill Lynch and Trust Company of the West. Ms. Lizardi has degrees in Political Science and Global Communications from the University of Southern California. She holds FINRA series 63 and 79 licenses.
Ms. Lizardi is a founding member of the Contemporaries at the Orange County Museum of Arts and sits on the Advisory Board of TrueSpark, a non-profit organization that fosters ethical development using inspiring lessons from movies. She is an advocate for financial literacy and has been involved with the UC Irvine, Center for Investment and Wealth Management's Financial Literacy Summer Residential Program and Operation Hope’s Banking on Our Future.