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 @
- 1998 -2016 Portfolio Manager | Trader @
- 1995 -1998 Senior Relationship Manager @
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
- Research
- Trading
- Marketing
- Fixed Income
- Services
- Asset Allocation
- Financial Services
- Securities
- Mutual Funds
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.
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