Lisa O'Connell Email & Phone Number
Principal @ Diversified Trust
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Lisa O'Connell Location
- Atlanta, GA, US
Lisa O'Connell Work
- 2016 - now Principal @
- 2009 - 2015 Senior Vice President @
- 1996 - 1998 Marketing Management Development Program @
- 1991 - 1994 Senior Manager - Long Distance Finance @
- 1987 - 1990 Senior Auditor @
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 2 emails and 2 mobile phone numbers on RocketReach.
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Top Diversified Trust Employees
Adam Dretler
Managing Director at Diversified Trust
Nashville, TN, US
Larry Bryan
Founder and Director
Memphis, TN, US
Jon Wright
Chief Financial Officer
Memphis, TN, US
Lee Gibson
President
Memphis, TN, US
Kim Garcia
Chief Operating Officer
North Carolina, United States
Stewart Koch
Senior Vice President
Nashville, TN, US
Samuel Fraundorf
Chief Investment Officer
Atlanta, GA, US
Elizabeth Thomas
Chief Marketing Officer
Atlanta, GA, US
Jason Wheat
Senior Vice President
Memphis, TN, US
Lisha L.
Vice President - Manager Research
Atlanta, GA, US
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