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
- 2025 -now Vice President, Investor Relations @
- 2016 -2024 Client Relations @ Coho Partners, Ltd.
- 2014 -2016 Director, Subadviser Management @
- 2011 -2014 Associate Director, Client Relations @ Turner Investments, LP
- 2006 -2011 Manager, Client Relations @ Turner Investments, LP
- 2003 -2006 Client Service and Business Development Support Manager @ Turner Investments, LP
- 2001 -2003 Client Service Analyst @ Turner Investments, LP
- 1999 -2001 Marketing Services Data Manager @
- 1996 -1999 Marketing Associate @
- 1995 -1996 Marketing Analyst @ Miller Anderson & Sherrerd, LLP
- 1993 -1995 Marketing Support Specialist @ PC Support Group, Computer Software and Network Education
- 1992 -1993 Quality Assurance Food Supervisor, Pre-packaged Meals and Snacks @ Nutri/Systems, Inc., International Headquarters
- 1991 -1992 Production Supervisor, Snack Foods @
Lisa Marlin Education
- Penn State University
Bachelor of Science - BS (Food Science)
- Cardinal O'Hara High School (Springfield, PA)
Lisa Marlin Skills
- Asset Management
- Financial Services
- Institutional Investment Management
- Mutual Funds
- Client Relations
- Relationship Management
- Client Service Support
- Subadvisory
- Due Diligence
- Marketing
- Marketing Support
- Market Research
- Competitive Analysis
- CRM
- Investments
- Equities
- Fixed Income
- Alternative Investments
- Analysis
- Process Improvement
- Project Management
- Organization Skills
- 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 Asset Management, Financial Services, Institutional Investment Management, Mutual Funds, Client Relations and more. Lisa Marlin has 2 emails and 1 mobile phone numbers on RocketReach.
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