Lisa Email & Phone Number

Portfolio Manager | Trader | Marketing @ Woodstock Corporation

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Lisa Location

North Reading, MA, US

Lisa Work

2017 - now Portfolio Manager | Trader | Marketing @ Woodstock Corporation
1998 - 2016 Portfolio Manager | Trader @ BNY Wealth
View Department
1995 - 1998 Senior Relationship Manager @ BNY Wealth
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Lisa Education

Boston University
Master’s Degree (Business Administration and Management, General)
Saint Anselm College
Bachelor’s Degree (Business Administration and Management, General)

Lisa Skills

Alternative Investments
Wealth Management
Portfolio Management

Management
Equities
Investment Strategies
Leadership
Investments
Bloomberg
Asset Management

see less

Lisa Summary

Lisa, based in North Reading, MA, US, is currently a Portfolio Manager | Trader | Marketing at Woodstock Corporation. Lisa brings experience from previous roles at BNY Mellon Wealth Management and Mellon Private Wealth Management. Lisa holds a Master’s Degree in Business Administration and Management, General @ Boston University. With a robust skill set that includes Alternative Investments, Wealth Management, Portfolio Management, Management, Equities and more. Lisa has 1 emails and 1 mobile phone numbers on RocketReach.

Lisa Emails

Found 1 emails

@woodstockcorp.com

Lisa Phone Numbers

Found 3 phone numbers

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Lisa

Portfolio Manager | Trader | Marketing at Woodstock Corporation

North Reading, MA, US
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