Lisa Marlin Email & Phone Number
Vice President, Investor Relations @ CenterSquare Investment Management
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Lisa Marlin Location
- Philadelphia, PA, US
Lisa Marlin Work
- Vice President, Investor Relations @ (June 2025 - Present)
- Client Relations @ Coho Partners, Ltd. (October 2016 - December 2024)
- Director, Subadviser Management @ (September 2014 - October 2016)
- Associate Director, Client Relations @ Turner Investments, LP (September 2011 - September 2014)
- Manager, Client Relations @ Turner Investments, LP (October 2006 - September 2011)
- Client Service and Business Development Support Manager @ Turner Investments, LP (December 2003 - October 2006)
- Client Service Analyst @ Turner Investments, LP (October 2001 - December 2003)
- Marketing Services Data Manager @ (October 1999 - October 2001)
- Marketing Associate @ (September 1996 - October 1999)
- Marketing Analyst @ Miller Anderson & Sherrerd, LLP (January 1995 - January 1996)
- Marketing Support Specialist @ PC Support Group, Computer Software and Network Education (January 1993 - January 1995)
- Quality Assurance Food Supervisor, Pre-packaged Meals and Snacks @ Nutri/Systems, Inc., International Headquarters (January 1992 - January 1993)
- Production Supervisor, Snack Foods @ (January 1991 - January 1992)
Lisa Marlin Education
- Penn State University
Bachelor of Science - BS (Food Science)
- Cardinal O'Hara High School (Springfield, PA)
Activities and societies: Varsity Athlete (Women's Swimming Team; National Honor Society)
Lisa Marlin Skills
- Analytical Skills
- Business Development Support
- CRM
- Client Relations
- Client Services
- Communication
- Competitor Analysis
- Consultant Database Management
- Cross-Functional Collaboration
- Data Collection
- Data Management
- Fund Reporting
- Global Team Coordination
- Investment Reporting
- Management Reporting
- Market Research
- Marketing Support
- Operational Efficiency
- Organization Skills
- Portfolio Performance Analysis
- Problem Solving
- Process Improvement
- Project Management
- Regulatory Compliance
- Reporting Automoation
- Reporting automation
- Request for Proposal (RFP) Management
- Subadviser Relationship Management
- Team Leadership
- Workflow Optimization
- Asset Management
- Financial Services
- Institutional Investment Management
- Mutual Funds
- Relationship Management
- Client Service Support
- Subadvisory
- Due Diligence
- Marketing
- Competitive Analysis
- Investments
- Equities
- Fixed Income
- Alternative Investments
- Analysis
- Series 63
- Sales
- Series 6
- Quality Assurance
- Microsoft Word
Lisa Marlin Summary
- Lisa Marlin, based in Philadelphia, PA, US, is currently a Vice President, Investor Relations at CenterSquare Investment Management. Lisa Marlin brings experience from previous roles at Coho Partners, Ltd., Nationwide Financial and Turner Investments, LP. Lisa Marlin holds a Bachelor of Science - BS in Food Science @ Penn State University. With a robust skill set that includes Analytical Skills, Business Development Support, CRM, Client Relations, Client Services and more. Lisa Marlin has 2 emails and 1 mobile phone numbers on RocketReach.
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