Lisa Mumper's Location
Milwaukee, WI, US
Lisa Mumper's Work
- Financial Advisor @ Wealth Distribution Strategies, LLC
- Associate Regional Director @ Russell Investments
- Internal Wholesaler @ Russell Investments
- Associate Client Executive @ Russell Investments
- Client Service Associate @ Russell Investments
- Financial Paraplanner @ Ameriprise Financial Advisors
- Financial Advisor @ Financial Services Company
Lisa Mumper's Education
- Alverno College
Master of Business Administration (MBA)
2013 - 2019 - Cuauhnahuac Language Institute
Spanish Language/Mexican Culture
2004 - 2004 - Queen's University International Study Centre
British/International Studies
2004 - 2004
- University of Wisconsin-Milwaukee
Bachelor of Arts (B.A.) (International Economics)
1999 - 2004
Lisa Mumper's Skills
- Estate Planning
- Strategic Financial Planning
- Investment Strategies
- Investments
- Asset Allocation
- Series 7
- Retirement Planning
- Wealth Management
- Mutual Funds
- Asset Managment
Lisa Mumper's Summary
Lisa Mumper, based in Milwaukee, WI, US, is currently a Financial Advisor at Wealth Distribution Strategies, LLC, bringing experience from previous roles at Russell Investments. Lisa Mumper holds a 2013 - 2019 Master of Business Administration (MBA) @ Alverno College. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Investment Strategies, Investments, Asset Allocation and more, Lisa Mumper contributes valuable insights to the industry. Lisa Mumper has 3 emails and 1 mobile phone number on RocketReach.
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