Lisa Calloway Email & Phone Number
Wealth Manager at Dave Ramsey SmartPro Financial @ SmartPro Financial
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Lisa Calloway Location
- United States
Lisa Calloway Work
- Wealth Manager at Dave Ramsey SmartPro Financial @ (October 2010 - Present)
- Wealth Manager at Dave Ramsey SmartPro Financial @ (October 2010 - Present)
- Investment Manager @ (July 2008 - September 2010)
- Project Manager @ Texas Instruments (January 2003 - June 2005)
- Technical Sales Associate @ Texas Instruments (September 1996 - December 2002)
Lisa Calloway Education
- The Wharton School
MBA (Finance, Strategic Management)
2005-2007 - Tennessee State University
BS (Electrical Engineering)
- Prairie View A&M University
- Northwestern University
Lisa Calloway Skills
- Alternative Investments
- Business Analysis
- Business Development
- Business Planning
- Business Process
- Business Process Improvement
- Business Strategy
- Communication
- Competitive Analysis
- Corporate Finance
- Cross-functional Team Leadership
- Customer Service
- Finance
- Financial Analysis
- Financial Modeling
- Investments
- Management
- Management Consulting
- Mergers & Acquisitions
- Portfolio Construction/Analysis
- Presentation Skills
- Product Management
- Program Management
- Project Implementation
- Project Management
- Risk Management
- Sales
- Strategic Communications
- Strategic Planning
- Strategic Thinking
- Strategy
- Training
- Valuation
- Consulting
- Charities
- Customer Service Representatives
- Vertical Market
- Market Research
- Deposits
- Savings
- Buyers
- Purchase
- Real Estate
- Cross Functional Team Leadership
- Liability
- Segmentation
- Training Videos
- Design
- Keys
- Business Transformation
- Signal
- Mergers
- Benchmark
- Financials
- Financial Planning
- Merchant Services
- Inside Sales
- Networking
- Relationship Management
- Engineers
- Utilization
- Investment Policy Statements
- Ownership
- FINRA
- Operations Management
- Acquisitions
- Probability
- Private Equity
- Venture Capital
- Options
- Tactics
- Early Stage Companies
- Boutique
- Banking Solutions
- C
- Inheritance
- Event Planning
- Initial Public Offering
- Financial Risk
- Exit Strategies
- Customer Relationship Management
- Workshops
- Marketing
- Credit
- Microsoft Project
- Digital Signal Processing
- Analytics
- Deals
- Regulations
- Banking
- Investment Performance
- Presenter
- LBO
- Start Ups
- Tax
- Process Improvement
- Materials
- Software
- Financial Services
- Commitments
- Wealth Management
- Equities
- Analytical Skill
- Treasury
- Semiconductors
- ERISA
- Due Diligence
- Problem Solving
- Wireless
- Fair Value
- Mergers and Acquisitions
Lisa Calloway Summary
- Lisa Calloway, based in United States, is currently a Wealth Manager at Dave Ramsey SmartPro Financial at SmartPro Financial. Lisa Calloway brings experience from previous roles at SmartPro Financial, Merrill Lynch and Texas Instruments. Lisa Calloway holds a 2005 - 2007 MBA in Finance, Strategic Management @ The Wharton School. With a robust skill set that includes Alternative Investments, Business Analysis, Business Development, Business Planning, Business Process and more. Lisa Calloway has 2 emails and 3 mobile phone numbers on RocketReach.
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