Chief Operating Officer @ (January 2013 - January 2016)
Head of Pershing Managed Investments, Lockwood Advisors, Inc. and Albridge @ (January 2012 - January 2013)
Chief Administrative Officer @ (January 2010 - January 2012)
Head of Client Service Delivery (Global Operations) @ (January 2006 - January 2010)
Various roles in account management, customer service, and operations @ (January 1988 - January 2006)
Lisa Dolly Education
Rutgers University 1984-1988
Lisa Dolly Skills
Securities
Financial Services
Relationship Management
Leadership
Mutual Funds
Management
Series 7
Series 63
Series 24
Series 27
Equities
Financial Markets
Fixed Income
Executive Management
Trading Systems
Options
Wealth Management
Hedge Funds
FINRA
Customer Service
Sales
Business Analysis
Training
Public Speaking
Lisa Dolly Summary
Lisa Dolly, based in Westfield, NJ, US, is currently a Chief Executive Officer at Pershing, a BNY Mellon company. Lisa Dolly brings experience from previous roles at Pershing, a BNY Mellon company. Lisa Dolly holds a 1984 - 1988 Rutgers University. With a robust skill set that includes Securities, Financial Services, Relationship Management, Leadership, Mutual Funds and more. Lisa Dolly has 2 emails and 3 mobile phone numbers on RocketReach.
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