Lisa O'Connell Email & Phone Number
Principal @ Diversified Trust
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Lisa O'Connell Location
- Atlanta, GA, US
Lisa O'Connell Work
- Principal @ (January 2016 - Present)
- Senior Vice President @ (February 2009 - December 2015)
- Marketing Management Development Program @ (July 1996 - August 1998)
- Senior Manager - Long Distance Finance @ (January 1991 - January 1994)
- Senior Auditor @ (January 1987 - December 1990)
Lisa O'Connell Education
- Northwestern University - Kellogg School of Management
M (Marketing)
- Kansas State University
(BS, Accounting and Finance)
Lisa O'Connell Skills
- Wealth Management
- Investments
- Asset Allocation
- Portfolio Management
- Asset Management
- Financial Analysis
- High Net Worth Individuals
- Strategy
- Due Diligence
- Valuation
- Risk Management
- Financial Planning
- Strategic Planning
Lisa O'Connell Summary
- Lisa O'Connell, based in Atlanta, GA, US, is currently a Principal at Diversified Trust. Lisa O'Connell brings experience from previous roles at Diversified Trust Company, Abbott Laboratories, Sprint and Deloitte. Lisa O'Connell holds a M in Marketing @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Management and more. Lisa O'Connell has 1 emails and 2 mobile phone numbers on RocketReach.
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