Lisa Bayer Email & Phone Number
Principal and Founder (Financial Planner and Investment Manager) @ Opus Financial Solutions LLC
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Lisa Bayer Location
- Denver, CO, US
Lisa Bayer Work
- 2016 -now Principal and Founder (Financial Planner and Investment Manager) @
- 2010 -2016 Principal and Partner (Financial Planner and Advisor) @ Principal and Financial Planner, Pinnacle Financial Group
- 1999 -2011 Finance Faculty @ Faculty and Instructor, Univ of Illinois, Unext, Stalla
- 2004 -2009 Finance Program Director @ Finance Program Dir, Becker Prof. Ed
- 1993 -1999 Analyst and Vice President @ Duff & Phelps, First Trust, and Metros Investment Consulting
- 1995 -1997 Vice President and Electric Utilities Analyst @
- 1993 -1995 Global Equities and Fixed Income Securities Analyst @
- 1988 -1993 Compliance Examiner and Investigator @
- 1985 -1988 Mutual Funds Research @ Kemper Financial Services
Lisa Bayer Education
- University of Illinois at Urbana-Champaign
Bachelor of Science (BS) (Finance, General)
1981-1985 -
BS (Finance)
- Certified Planner Board of Standards
Certified Financial Planner (CFP) (Financial Planning)
- CFA Institute
Chartered Financial Analyst (CFA) (Investments, Securities Analysis, Valuation, Portfolio Management)
- DePaul Graduate School of Business
MBA (International Business)
- Institute of Divorce Financial Analysts
Certified Divorce Financial Analyst (Divorce Financial Planning)
- DePaul University
Mediation Certification Program - DePaul University
Lisa Bayer Skills
- Financial Planning
- Portfolio Management
- Financial Analysis
- Investments
- Budgeting
- Insurance
- Risk Management
- Financial Modeling
- Asset Management
- Equities
- Financial Management
- Strategic Financial Planning
- Certified Divorce Financial Analyst
- Divorce
- College Education Planning
- College Savings Plans
- Investment Strategies
- Investment Portfolio Design
- Investment Education
- Investment Management
- Certified Financial Planner
- Chartered Financial Analyst
- Estate Preservation
- Tax-planning
- Budgets
- Accounting
- Asset Managment
- Trading
- Managerial Finance
- Corporate Finance
- Financial Advisory
- Retirement
- Finance
- Mutual Funds
- Wealth Management
- Retirement Planning
- Fixed Income
- Business Development
- Tax Planning
- Microsoft Excel
- Customer Service
- Sales
Lisa Bayer Summary
- Lisa Bayer, based in Denver, CO, US, is currently a Principal and Founder (Financial Planner and Investment Manager) at Opus Financial Solutions LLC. Lisa Bayer brings experience from previous roles at Principal and Financial Planner, Pinnacle Financial Group, Faculty and Instructor, Univ of Illinois, Unext, Stalla, Finance Program Dir, Becker Prof. Ed and Duff & Phelps, First Trust, and Metros Investment Consulting. Lisa Bayer holds a 1981 - 1985 Bachelor of Science (BS) in Finance, General @ University of Illinois at Urbana-Champaign. With a robust skill set that includes Financial Planning, Portfolio Management, Financial Analysis, Investments, Budgeting and more. Lisa Bayer has 3 emails and 1 mobile phone numbers on RocketReach.
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