Lisa Graf's Location
United States
Lisa Graf's Work
- Specialist - Fixed Income Acquisitions @ Charles Schwab
- Regional Advisor Consultant - Edward Jones @ OppenheimerFunds
- Board Member and Volunteer @ Food Bank of the Rockies
- River Guide @ Centennial Canoe Outfitters
- Volunteer @ Military Family Spouses/Family Association
- Financial Advisor @ Olde Financial/Hrbfa
Lisa Graf's Education
- University of Colorado Denver
Bachelor of Science (Accounting)
Lisa Graf's Skills
- Team Building
- Strategic Planning
- Budgets
- Microsoft Office
- Defined Benefit
- Customer Service
- Series 6
- Fundraising
- Mutual Funds
- Asset Allocation
Lisa Graf's Summary
Lisa Graf, based in United States, is currently a Specialist - Fixed Income Acquisitions at Charles Schwab, bringing experience from previous roles at Oppenheimerfunds, Food Bank of the Rockies, Centennial Canoe Outfitters and Military Family Spouses/Family Association. Lisa Graf holds a Bachelor of Science in Accounting @ University of Colorado Denver. With a robust skill set that includes Team Building, Strategic Planning, Budgets, Microsoft Office, Defined Benefit and more, Lisa Graf contributes valuable insights to the industry. Lisa Graf has 2 emails on RocketReach.
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