Lisa Gilbert's Location
Winter Park, FL, US
Lisa Gilbert's Work
- SVP, Account Executive @ ActiFi
- Vice President, Strategic Account Consultant @ ActiFi
- Director, Content and Programs @ ActiFi
- Associate Financial Planner @ HUB International
- Assistant Vice President, Performance Consulting @ Kestra Financial
- AVP, Education and Development (NFP Advisor Services) @ Kestra Financial
- Training Manager @ Kestra Financial
- Investment Advisory Surveillance Team Lead @ Kestra Financial
- Senior Branch Service Manager @ RBC Wealth Management
- Senior Investment Associate @ Morgan Stanley
Lisa Gilbert's Education
- The University of Texas at Dallas
Bachelor's degree (Economics and Finance)
- Purdue University
Candidate: Master of Science (MS) (Learning Design and Technology)
2012 - 2015
Lisa Gilbert's Skills
- Training
- Adult Learning Theory
- Instructional Design
- Coaching
- Relationship Management
- Team Building
- Customer Service
- Management
- Written and Oral Presentation Skills
- Media Development
Lisa Gilbert's Summary
Lisa Gilbert, based in Winter Park, FL, US, is currently a SVP, Account Executive at ActiFi, bringing experience from previous roles at ActiFi, HUB International and Kestra Financial. Lisa Gilbert holds a Bachelor's degree in Economics and Finance @ The University of Texas at Dallas. With a robust skill set that includes Training, Adult Learning Theory, Instructional Design, Coaching, Relationship Management and more, Lisa Gilbert contributes valuable insights to the industry. Lisa Gilbert has 7 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Lisa Gilbert you were looking for?
Find contact details for 700 million professionals.
Others Named Lisa Gilbert
-
21
-
ViewLisa Gilbert
Non Executive Director at Access Intelligence PLC
New York, New York, United States5+5 -
View
Lisa Gilbert
Senior Vice President, Healthcare and Higher Education at Willis Towers Watson
Pittsburgh, PA, US22 -
42
-
12
-
35+
-
22
-
5+2
Top ActiFi Employees
-
23
-
35+
-
13
-
5+5+
-
14
-
12
-
14
-
14
-
42
-
11
-
21
-
12
-
12
-
12
-
21
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
