Lisa Gilbert Email & Phone Number
SVP, Account Executive @ ActiFi
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Lisa Gilbert Location
- Winter Park, FL, US
Lisa Gilbert Work
- 2023 -now SVP, Account Executive @
- 2021 -now Vice President, Strategic Account Consultant @
- 2020 -2021 Director, Content and Programs @
- 2019 -2020 Associate Financial Planner @
- 2016 -2019 Assistant Vice President, Performance Consulting @
- 2011 -2016 AVP, Education and Development (NFP Advisor Services) @
- 2009 -2011 Training Manager @
- 2006 -2009 Investment Advisory Surveillance Team Lead @
- 2002 -2006 Senior Branch Service Manager @
- 2000 -2002 Senior Investment Associate @ Morgan Stanley
Lisa Gilbert Education
- Purdue University
Candidate: Master of Science (MS) (Learning Design and Technology)
2012-2015 - The University of Texas at Dallas
Bachelor's degree (Economics and Finance)
Lisa Gilbert Skills
- Salesforce.com
- Communication
- Agile Development
- Training & Development
- Leadership Development
- Coaching
- Instructional Design
- Vendor Management
- Financial Services
- Strategic Planning
- Project Management
- Marketing
- Analysis
- Investment Advisory
- Investments
- Wealth Management
- E-Learning
- Finance
- Blended Learning
- Financial Advisory
- Learning Management
- Securities
- Distance Learning
- CRM
- Onboarding
- Strategy
- Performance Management
- Succession Planning
- Workforce Planning
- Learning Management Systems
- Training
- Team Building
- Customer Service
- Management
- Organizational Effectiveness
- Employee Training
- Instructor-led Training
- Staff Development
- Leadership
- Emotional Intelligence
- Organizational Leadership
- Strategic Leadership
- Cross-functional Team Leadership
- Thought Leadership
- Adult Learning Theory
- Relationship Management
- Written & Oral Presentation Skills
- Development Of Employees
- Series 7
- Department Budgeting
Lisa Gilbert Summary
- Lisa Gilbert, based in Winter Park, FL, US, is currently a SVP, Account Executive at ActiFi. Lisa Gilbert brings experience from previous roles at ActiFi, HUB International and Kestra Financial. Lisa Gilbert holds a 2012 - 2015 Candidate: Master of Science (MS) in Learning Design and Technology @ Purdue University. With a robust skill set that includes Salesforce.com, Communication, Agile Development, Training & Development, Leadership Development and more. Lisa Gilbert has 4 emails and 4 mobile phone numbers on RocketReach.
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