Lisa O'Connor Email & Phone Number
Vice President @ CIBC Private Wealth Management US
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Lisa O'Connor Location
- Boston, MA, US
Lisa O'Connor Work
- 1998 -now Vice President @
- 1998 -now Vice President @ Atlantic Trust Company
- 1985 -1998 Trust Officer @ Boston Safe Deposit and Trust Company
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 Vice President at CIBC Private Wealth Management US. Lisa O'Connor brings experience from previous roles at 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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