Lisa O'Connor Email & Phone Number
Senior Vice President @ CIBC Private Wealth Management US
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Lisa O'Connor Location
- Boston, MA, US
Lisa O'Connor Work
- Senior Vice President @ (January 2023 - Present)
- Vice President @ (January 2018 - January 2023)
- Vice President @ (January 2018 - January 2023)
- Vice President @ Atlantic Trust Company (October 1998 - January 2018)
- Trust Officer @ Boston Safe Deposit and Trust Company (September 1985 - September 1998)
Lisa O'Connor Education
- Northeastern University
Lisa O'Connor Skills
- Customer Service
- Microsoft Office
- Strategic Planning
- Portfolio Management
- PowerPoint
- Trust Services
- Risk Management
- Financial Modeling
- Valuation
- Fiduciary
Lisa O'Connor Summary
- Lisa O'Connor, based in Boston, MA, US, is currently a Senior Vice President at CIBC Private Wealth US. Lisa O'Connor brings experience from previous roles at CIBC Private Wealth US, CIBC Private Wealth Management US, Atlantic Trust Company and Boston Safe Deposit and Trust Company. Lisa O'Connor holds a Northeastern University. With a robust skill set that includes Customer Service, Microsoft Office, Strategic Planning, Portfolio Management, PowerPoint and more. Lisa O'Connor has 3 emails and 4 mobile phone numbers on RocketReach.
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