2010 -2011 Real Estate Broker @ Boylston Realty Advisors
2007 -2010 Real Estate Broker @ The Kane Company
1995 -2005 Client Relationship Manager @
1995 -2005 Relationship Manager @ Standish Ayer & Wood, Inc.
1994 -1995 Corporate Actions Analyst @
Lisa Education
Southern New Hampshire University
MBA
1994-1996
Bentley University
Bachelor of Science in Finance
1988-1992
Central High School 1984-1988
Lisa Skills
Asset Managment
Business Development
Key Account Management
Key Account Development
Negotiation
New Business Development
Strategic Planning
Talent Acquisition
Financial Services
Investments
CRM
Management
Asset Management
Fixed Income
Consulting
Portfolio Management
Strategy
Recruiting
Sales
Equities
Leadership
Financial Analysis
Account Management
Financial Modeling
Business Analysis
Salesforce.com
Lisa Summary
Lisa, based in Boston, MA, US, is currently a Director, Strategic Accounts at The Bowdoin Group. Lisa brings experience from previous roles at Boylston Realty Advisors, The Kane Company, Standish Mellon Asset Management and Standish Ayer & Wood, Inc.. Lisa holds a 1994 - 1996 MBA @ Southern New Hampshire University. With a robust skill set that includes Asset Managment, Business Development, Key Account Management, Key Account Development, Negotiation and more. Lisa has 2 emails and 3 mobile phone numbers on RocketReach.
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