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
- 2023 -now Senior Vice President @
- 2018 -2023 Vice President @
- 1998 -2018 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 Senior Vice President at CIBC Private Wealth US. Lisa O'Connor brings experience from previous roles at CIBC Private Wealth 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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