Shirley Prieto

Q: What is Shirley Prieto email address?

Email Shirley Prieto at shirleyprieto@hotmail.com and sprieto@lmcapital.com. This email is the most updated Shirley Prieto email found in 2026.

Q: How to contact Shirley Prieto?

To contact Shirley Prieto send an email to shirleyprieto@hotmail.com or sprieto@lmcapital.com. If you want to call Shirley Prieto try calling on +15592893522 and +16195183892.

Vice President - Client Services at LM Capital Group, LLC. | San Diego, California, United States

About Shirley Prieto

Shirley Prieto serves as the Vice President of Client Services at LM Capital Group, LLC, where she leverages her extensive background in business administration and finance to enhance client relationships and operational efficiency. With over 15 years of experience in the financial services sector, Shirley has honed her expertise in client service and operations, transitioning from an Operations Associate to her current leadership role. Her educational foundation, bolstered by an MBA in Management Information Systems, allows her to integrate technology effectively into client service strategies, ensuring that LM Capital Group remains at the forefront of industry standards.

In her current position, Shirley is instrumental in the preparation and coordination of comprehensive client reporting, which is crucial for maintaining transparency and fostering trust. She conducts regular portfolio reviews, providing clients with clear insights into their investments and performance metrics. Her proactive approach to managing quarterly management fees and her responsiveness to audit requests exemplify her commitment to accuracy and compliance, which are vital in the highly regulated financial landscape.

Shirley also plays a key role in the firm’s marketing initiatives, utilizing her strong presentation skills to communicate the value proposition of LM Capital Group’s services to potential clients. Her ability to collaborate effectively with cross-functional teams enhances operational leadership and drives success in client relations. With a keen understanding of fixed income and investment strategies, Shirley is not only tech-savvy but also deeply committed to training and development, ensuring her team is equipped with the skills necessary to excel in a competitive environment. Through her dedication and expertise, Shirley continues to elevate the client experience at LM Capital Group, fostering long-term partnerships built on trust and excellence.

Shirley Prieto Work

Vice President - Client Services at LM Capital Group, LLC. in October 2015 to Present

Operations-Associates at Allianz Global Investors in February 2013 to September 2015

Operations Assistant Vice President at Caywood Scholl Capital Management (acquired by Allianz Global Investors) in December 2007 to February 2013

Shirley Prieto Skills

Schwab Portfolio Center & Wizard

Microsoft Outlook

Microsoft Office

About Shirley Prieto's Current Company

LM Capital Group, LLC.

Discover more about LM Capital Group, LLC.

Frequently Asked Questions about Shirley Prieto

What is Shirley Prieto email address?

Email Shirley Prieto at [email protected] and [email protected]. This email is the most updated Shirley Prieto email found in 2026.

What is Shirley Prieto phone number?

Shirley Prieto phone number is +15592893522 and +16195183892.

How to contact Shirley Prieto?

To contact Shirley Prieto send an email to [email protected] or [email protected]. If you want to call Shirley Prieto try calling on +15592893522 and +16195183892.

What company does Shirley Prieto work for?

Shirley Prieto works for LM Capital Group, LLC.

What is Shirley Prieto's role at LM Capital Group, LLC.?

Shirley Prieto is Vice President - Client Services

What industry does Shirley Prieto work in?

Shirley Prieto works in the Financial Services industry.