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Lisa Dolly Location
Westfield, NJ, US
Lisa Dolly Work
2016 -now Chief Executive Officer @
2013 -2016 Chief Operating Officer @
2012 -2013 Head of Pershing Managed Investments, Lockwood Advisors, Inc. and Albridge @
2010 -2012 Chief Administrative Officer @
2006 -2010 Head of Client Service Delivery (Global Operations) @
1988 -2006 Various roles in account management, customer service, and operations @
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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