Lisa Nelson Email
President and Co-founder
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Lisa Nelson Location
- New York, NY, US
Lisa Nelson Work
- Senior Advisor and Managing Director, Family Office Services @ (June 2025 - Present)
- Advisory Board @ (July 2024 - Present)
- Advisory Board @ (February 2025 - Present)
- President and Co-founder @ KWT Advisory LLC (January 2019 - Present)
- Investor @ Wealthing VC Fund (September 2023 - Present)
- Senior Advisor and CFO @ (April 2024 - Present)
- Investor and Limited Partner @ (September 2022 - Present)
- Advisory Board @ TheForever Inc (June 2022 - Present)
- Advisory Partner @ (June 2020 - Present)
- Member @ (December 2019 - Present)
- Chief Pricing Officer @ (January 2017 - January 2018)
- Chief Customer Officer | Chief Administrative Officer | Global Head of Risk and Controls @ (January 1994 - January 2016)
- Investment Associate @ FNIC (January 1990 - January 1994)
Lisa Nelson Education
- Long Island University-CW Post Campus
- The Bronx High School of Science
Lisa Nelson Skills
- AI Ethics & Responsibility
- Artificial Intelligence (AI)
- Board Development
- Board Governance
- Board Relations
- Board of Directors
- Budgeting
- Business Development
- Business Ethics
- Business Process Improvement
- Business Strategy
- Capital Markets
- Change Management
- Chat GPT
- Complex Change Management
- Corporate Administration
- Corporate Development
- Corporate Governance
- Corporate Social Responsibility
- Creative Problem Solving
- Crisis Management
- Cross-functional Team Leadership
- Customer Relationship Management (CRM)
- Derivatives
- Diversity & Inclusion
- Emerging Markets
- Equities
- Executive Management
- FinTech
- Financial Advisory
- Financial Regulation
- Financial Services
- Fixed Income
- Generative AI
- Global Contract Negotiation
- Growth Acceleration
- Growth Strategies
- Investments
- LLM
- Leadership
- Machine Learning
- Management Consulting
- Marketing Strategy
- Mentoring
- New Markets Development
- Operational Efficiency
- Operations Management
- P&L Management
- Pricing Strategy
- Process Improvement
- Program Management
- Regulatory Compliance
- Risk Management
- SEF
- Sales Strategy
- Social Entrepreneurship
- Strategic Corporate Philanthropy
- Strategic Leadership
- Strategic Negotiations
- Strategic Partnerships
- Strategic Planning
- Venture Capital
Lisa Nelson Summary
- Lisa Nelson, based in New York, NY, US, is currently a President and Co-founder at KWT Advisory LLC. Lisa Nelson brings experience from previous roles at Wealthing VC Club, meetsynthia.ai, YOUnifiedAI and Wealthing VC Fund. Lisa Nelson holds a Long Island University-CW Post Campus. With a robust skill set that includes AI Ethics & Responsibility, Artificial Intelligence (AI), Board Development, Board Governance, Board Relations and more. Lisa Nelson has 2 emails on RocketReach.
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