Lisa Asher Email & Phone Number
Head of Advisor Success @ Clearnomics
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Lisa Asher Location
- New Orleans, LA, US
Lisa Asher Work
- Head of Advisor Success @ (March 2025 - Present)
- Strategic Advisor, Wealth Management @ (August 2023 - April 2025)
- Senior Manager @ (April 2023 - August 2023)
- Manager, Consulting Services @ (January 2022 - April 2023)
- Senior Consultant, Consulting Services @ (April 2021 - January 2022)
- Managing Director @ (August 2019 - February 2021)
- Board Member, Diversity and Inclusion in Wealth Management Conference Chair @ CFA Societies Americas Region (July 2017 - September 2019)
- Director of Advisor Success @ (November 2016 - October 2018)
- Manager of Portfolio Operations @ (September 2014 - November 2016)
- Portfolio Analyst @ (May 2014 - September 2014)
- Vendor Relationship Manager @ (November 2012 - May 2013)
- Senior Analyst @ First Annapolis Consulting (July 2006 - July 2011)
- Financial Analyst - Latin American Operations @ (January 2005 - January 2006)
Lisa Asher Education
- The Wharton School
Bachelor of Science (Finance and Accounting)
2001-2005
Lisa Asher Skills
- Leadership
- Strategic Planning
- Product Management
- Wealth Management
- Management Consulting
- Business Development
- Start-ups
- Portfolio Management
- Financial Analysis
- Financial Modeling
- Market Research
- Financial Services
- Due Diligence
- Risk Management
- Financial Planning
- Software as a Service (SaaS)
- Microsoft Excel
- Management
- Spanish
- Relationship Building
- Inbound Marketing
- Customer Engagement
Lisa Asher Summary
- Lisa Asher, based in New Orleans, LA, US, is currently a Head of Advisor Success at Clearnomics. Lisa Asher brings experience from previous roles at Datos Insights and F2 Strategy. Lisa Asher holds a 2001 - 2005 Bachelor of Science in Finance and Accounting @ The Wharton School. With a robust skill set that includes Leadership, Strategic Planning, Product Management, Wealth Management, Management Consulting and more. Lisa Asher has 3 emails and 2 mobile phone numbers on RocketReach.
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