Lisa Asher Email & Phone Number
Head of Advisor Success @ Clearnomics
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Lisa Asher Location
- New Orleans, LA, US
Lisa Asher Work
- 2025 -now Head of Advisor Success @
- 2023 -2025 Strategic Advisor, Wealth Management @
- 2023 -2023 Senior Manager @
- 2022 -2023 Manager, Consulting Services @
- 2021 -2022 Senior Consultant, Consulting Services @
- 2019 -2021 Managing Director @
- 2017 -2019 Board Member, Diversity and Inclusion in Wealth Management Conference Chair @ CFA Societies Americas Region
- 2016 -2018 Director of Advisor Success @
- 2014 -2016 Manager of Portfolio Operations @
- 2014 -2014 Portfolio Analyst @
- 2012 -2013 Vendor Relationship Manager @
- 2006 -2011 Senior Analyst @ First Annapolis Consulting
- 2005 -2006 Financial Analyst - Latin American Operations @
Lisa Asher Education
- University of Pennsylvania - 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 @ University of Pennsylvania - 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.
Looking for a different Lisa Asher?
Find contact details for 700 million professionals.
Others Named Lisa Asher
Lisa Asher
Executive Vice President - Strategic Operations
Liberty, MO, US
Lisa Asher
Head of Advisor Success
New Orleans, LA, US
Top Clearnomics Employees
Lisa Asher
Head of Advisor Success
New Orleans, LA, US
James Liu
Founder
New York, NY, US
William Jang
Software Engineer
Lyndhurst, NJ, US
Andrew Suarez
Senior Sales Development Representative
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co