Lisa Neely's Location
Glenshaw, PA, US
Lisa Neely's Work
- Executive Assistant @ Pinnacle Financial Strategies
- Private Banking Regional Team Lead @ BNY Mellon Wealth Management
- Customer Service Representative @ BNY Mellon Wealth Management
- KYC Analyst @ BNY Mellon
- Corporate Trust Administrator @ BNY Mellon
- Bank Teller @ First Niagara Bank
Lisa Neely's Education
- Robert Morris University
Bachelor's degree (Business Administration and Management, General)
2008 - 2010 - Community College of Allegheny County
Lisa Neely's Skills
- Customer Experience
- Customer Satisfaction
- Banking
- Private Banking
- Organization
- Customer Service
- Wealth Management
Lisa Neely's Summary
Lisa Neely, based in Glenshaw, PA, US, is currently a Executive Assistant at Pinnacle Financial Strategies, bringing experience from previous roles at BNY Mellon Wealth Management and BNY Mellon. Lisa Neely holds a 2008 - 2010 Bachelor's degree in Business Administration and Management, General @ Robert Morris University. With a robust skill set that includes Customer Experience, Customer Satisfaction, Banking, Private Banking, Organization and more, Lisa Neely contributes valuable insights to the industry.
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