Lisa Conley Email
Financial Advisor and Financial Planner (2025) @ Edward Jones
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Lisa Conley Location
- London, ON, CA
Lisa Conley Work
- Financial Advisor and Financial Planner (2025) @ (May 2018 - Present)
- Board Member @ (July 2020 - September 2024)
- Community Representative, Committees of the Board @ (July 2019 - June 2020)
- Director, Health Care Investment Banking @ (October 2010 - May 2015)
- Director, Health Care Investment Banking @ (February 2009 - September 2010)
- Director and VP and AVP, Health Care Investment Banking @ (June 1997 - January 2009)
Lisa Conley Education
- University of Chicago
Master's of Economics
1988-1990 - Smith College
BA
1984-1988
Lisa Conley Skills
- Equities
- Series 63
- Treasury Management
- Structured Products
- Investment Banking
- Public Speaking
- Financial Markets
- Project Finance
- Microsoft PowerPoint
- Financial Structuring
- Research
- Derivatives
- Teamwork
- Sales
- Investment Strategies
- C++
- Microsoft Office
- Mergers and Acquisitions
- Bonds
- Microsoft Word
- Event Planning
- Public Finance
- Due Diligence
- Valuation
- Finance
- Fixed Income
- Leadership
- Credit Analysis
- Financial Modeling
- PowerPoint
- Series 7
- Securitization
- Capital Markets
- Credit
- Financial Analysis
- Management
- Deal Execution
- Customer Service
- Microsoft Excel
Lisa Conley Summary
- Lisa Conley, based in London, ON, CA, is currently a Financial Advisor and Financial Planner (2025) at Edward Jones. Lisa Conley brings experience from previous roles at London Health Sciences Centre (LHSC), BMO Capital Markets and Ziegler. Lisa Conley holds a 1988 - 1990 Master's of Economics @ University of Chicago. With a robust skill set that includes Equities, Series 63, Treasury Management, Structured Products, Investment Banking and more. Lisa Conley has 3 emails on RocketReach.
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