Lisa Caselli Email & Phone Number
Client Service Associate Operations @ Panoramic Capital Partners
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Lisa Caselli Location
- Portland, OR, US
Lisa Caselli Work
- 2026 -now Associate Advisor @
- 2024 -now Client Service Associate Operations @
- 2017 -2017 Senior Associate @
- 2011 -2024 Vice President @
- 2011 -2015 Asset Servicing Operations Analyst @ Goldman Sachs & Co
- 2009 -2011 Personal Banker @ Wells Fargo Bank N.A
- 2009 -2009 Financial Advising Intern @ Ameriprise Financial
Lisa Caselli Education
- Arizona State University
Bachelor's degree (Finance, General)
2008-2010 - W. P. Carey School of Business, Arizona State University
Bachelor of Science (BS) (Finance)
2008-2010
Lisa Caselli Summary
- Lisa Caselli, based in Portland, OR, US, is currently a Client Service Associate Operations at Panoramic Capital Partners. Lisa Caselli brings experience from previous roles at Panoramic Capital Partners, Goldman Sachs and Goldman Sachs & Co. Lisa Caselli holds a 2008 - 2010 Bachelor's degree in Finance, General @ Arizona State University. Lisa Caselli has 1 emails and 1 mobile phone numbers on RocketReach.
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