Lisa I. Email & Phone Number
Managing Partner @ The Wealth Counselor LLC
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Lisa I. Location
- Washington, DC, US
Lisa I. Work
- 2000 -now Managing Partner @
- 2018 -now CEO @
- 2022 -now Chief Operating Officer @ Pro-Tect Services, LLC
- 2022 -now Member @
- 2021 -now Member @ Summit Junto
- 2020 -now Founder @ RotaryClubhouse
- 2015 -now Director, Foundation Board @
- 2021 -2022 President @
- 2020 -2021 Vice President @
- 2012 -now Member @
- 2018 -2019 President @
- 2007 -now Co-Founder and Partner @ Lasting Legacy Partners, LLC
- 2012 -2015 Director @
- 1998 -2000 Vice President @
- 1997 -1998 Managing Director @
Lisa I. Education
- Georgetown University Law Center
Juris Doctorate (Law Review - Lead Articles Editor, “The Tax Lawyer” | Law Clinic - Law Students in Court)
1989-1992 - University of Exeter 1990-1990
- University of the District of Columbia
BA (Political Science)
1985-1989 - Academy of the Holy Names
- The Madeira School
- Georgetown Day School
Lisa I. Skills
- Leadership
- Team Building
- Human Resources
- Non Profits
- Project Management
- Training
- Asset Protection
- Customer Service
- Powers of Attorney
- Wills
- Estate Planning
- Trusts
- Business Formation
- Public Speaking
- Corporate Governance
- Corporate Law
- Planned Giving
- Racing Cars
- Historic Cars
- Vintage Cars
- Classic Cars
Lisa I. Summary
- Lisa I., based in Washington, DC, US, is currently a Managing Partner at The Wealth Counselor LLC. Lisa I. brings experience from previous roles at Defining Legacy Group LLC, Pro-Tect Services, LLC, Chief and Summit Junto. Lisa I. holds a 1989 - 1992 Juris Doctorate in Law Review - Lead Articles Editor, “The Tax Lawyer” | Law Clinic - Law Students in Court @ Georgetown University Law Center. With a robust skill set that includes Leadership, Team Building, Human Resources, Non Profits, Project Management and more. Lisa I. has 6 emails and 1 mobile phone numbers on RocketReach.
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