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.
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