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Lisa Location
Chicago, IL, US
Lisa Work
Chief Financial Officer @ (March 2023 - Present)
Chief Compliance Officer @ (March 2021 - Present)
Controller @ (November 2019 - March 2023)
Finance Manager @ (January 2019 - November 2019)
Accounting Manager @ (July 2016 - December 2018)
Fund Administration Account Manager @ (November 2014 - July 2016)
Tax Experienced Associate @ (October 2011 - October 2014)
Tax Intern @ (June 2010 - August 2010)
Finance Intern @ (April 2010 - May 2010)
Assurance Intern @ (June 2009 - August 2009)
Lisa Education
Indiana University - Kelley School of Business
MBA (Accounting and Finance)
2009-2011
Indiana University - Kelley School of Business
Bachelor's (Accounting, Spanish)
2006-2010
Lisa Summary
Lisa, based in Chicago, IL, US, is currently a Chief Financial Officer at Periscope Equity. Lisa brings experience from previous roles at Periscope Equity, Green Courte Partners, LLC and Sterling Bay. Lisa holds a 2009 - 2011 MBA in Accounting and Finance @ Indiana University - Kelley School of Business. Lisa has 6 emails and 3 mobile phone numbers on RocketReach.
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