Jessica Orellana
Senior Transition Specialist
Jessica Orellana joined Lido Advisors in 2022 as a Senior Transition Specialist, leading a team responsible for providing on-site and remote sales support during an advisor’s transition period including managing the onboarding of new clients. She began her career in Finance with Capital One’s Wealth and Asset Management and Private Banking team in 2011.
Originally from New York, Jessica graduated from The State University of New York, where she obtained a B.S. in Business Administration with a minor in Finance.
Outside of the office, Jessica serves as a youth group leader for Christ Fellowship Church in Florida, where she now resides with her family. She is very involved in her community, often traveling Internationally for volunteer opportunities that focus on collaborating with local communities.
Privacy Overview
Cookies do not typically contain any information that personally identifies a user, but personal information that we store about You may be linked to the information stored in and obtained from Cookies. For further information on how We use, store and keep your personal data secure, see our Privacy Policy.
We do not store sensitive personal information, such as mailing addresses, account passwords, etc. in the Cookies We use.
Interpretation and Definitions
Interpretation
The words of which the initial letter is capitalized have meanings defined under the following conditions.
The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.
Definitions
For the purposes of this Cookies Policy:
- Company (referred to as either "the Company", "We", "Us" or "Our" in this Cookies Policy) refers to Lido Advisors, 1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA 90067.
- You means the individual accessing or using the Website, or a company, or any legal entity on behalf of which such individual is accessing or using the Website, as applicable.
- Cookies means small files that are placed on Your computer, mobile device or any other device by a website, containing details of your browsing history on that website among its many uses.
- Website refers to Lido Advisors, accessible from www.lidoadvisors.com.
The use of the Cookies
Type of Cookies We Use
Cookies can be "Persistent" or "Session" Cookies. Persistent Cookies remain on your personal computer or mobile device when You go offline, while Session Cookies are deleted as soon as You close your web browser.
We use both session and persistent Cookies for the purposes set out below: