As a Senior Account Analyst, Liza Sepulveda provides asset reporting, plan implementation services, and asset/liability management and trading for CapAcuity’s client companies. In addition, she helps our clients manage the impact of tax, accounting, legislative and regulatory compliance issues related to their plans.
Prior to CapAcuity, Liza was with ING, formerly Aetna Life Insurance and Annuity Company, where she was a financial processor and customer service representative for the New York State United Teachers 403b plan and the State University of New York optional retirement program. Liza earned her associate’s degree in business management from Mildred Elley College, and holds a series 6 registration.