Lisa Calloway Email & Phone Number

Wealth Manager at Dave Ramsey SmartPro Financial @ SmartPro Financial

View Lisa's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Lisa Calloway Location

United States

Lisa Calloway Work

2010 -now Wealth Manager at Dave Ramsey SmartPro Financial @
2010 -now Wealth Manager at Dave Ramsey SmartPro Financial @
2008 -2010 Investment Manager @
2003 -2005 Project Manager @
1996 -2002 Technical Sales Associate @

Lisa Calloway Education

University of Pennsylvania - 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
Consulting
Charities
Customer Service Representatives
Vertical Market
Sales
Market Research
Competitive Analysis
Finance
Deposits
Savings
Buyers
Purchase
Real Estate
Cross Functional Team Leadership
Liability
Product Management
Segmentation
Training Videos
Management
Portfolio Construction/Analysis
Design
Keys
Business Transformation
Signal
Mergers
Benchmark
Financials
Valuation
Financial Planning
Merchant Services
Inside Sales
Networking
Relationship Management
Engineers
Utilization
Strategy
Investment Policy Statements
Management Consulting
Ownership
FINRA
Operations Management
Acquisitions
Risk Management
Training
Probability
Customer Service
Private Equity
Project Management
Venture Capital
Options
Tactics
Early Stage Companies
Boutique
Banking Solutions
Corporate Finance
C
Inheritance
Event Planning
Financial Modeling
Initial Public Offering
Business Development
Financial Risk
Exit Strategies
Strategic Planning
Customer Relationship Management
Workshops
Marketing
Credit
Microsoft Project
Digital Signal Processing
Analytics
Deals
Regulations
Banking
Investment Performance
Presenter
LBO
Start Ups
Tax
Investments
Process Improvement
Materials
Software
Financial Services
Commitments
Wealth Management
Equities
Business Planning
Program Management
Analytical Skill
Financial Analysis
Treasury
Business Strategy
Semiconductors
ERISA
Due Diligence
Problem Solving
Wireless
Fair Value
Mergers and Acquisitions
Business Process Improvement
Communication
Project Implementation
Business Process
Business Analysis
Strategic Communications
Strategic Thinking
Presentation Skills

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 @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Alternative Investments, Consulting, Charities, Customer Service Representatives, Vertical Market and more. Lisa Calloway has 2 emails and 2 mobile phone numbers on RocketReach.