Lisa Pena Email & Phone Number
Private Client Advisor @ Bank of America
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Lisa Pena Location
- Manhattan Beach, CA, US
Lisa Pena Work
- Private Client Advisor @ (October 2011 - Present)
Lisa Pena Education
- College of Charleston
Bachelor's degree (Philosophy)
1998
Lisa Pena Skills
- Banking
- Business Development
- Commercial Banking
- Commercial Lending
- Commercial Real Estate
- Credit
- Credit Analysis
- Estate Planning
- Event Management
- Exceed Sales Goals
- Exceeding Customer Expectations
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Investment Banking
- Investment Management
- Leader
- Leadership
- Lines Of Credit
- Loans
- Management
- Marketing
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Mortgage Lending
- Negotiation
- New Business Development
- Personal Financial Planning
- Portfolio Management
- Project Management
- Real Estate
- Real Estate Financing
- Relationship Building
- Relationship Management
- Retirement Planning
- Sales
- Sales Management
- Salesforce.com
- Small Business
- Success Driven
- Team Building
- Team Leadership
- Team Management
- Trust and estate
- Wealth Management
- Wealth Management Services
- Small Business Lending
Lisa Pena Summary
- Lisa Pena, based in Manhattan Beach, CA, US, is currently a Private Client Advisor at Bank of America. Lisa Pena holds a Bachelor's degree in Philosophy @ College of Charleston. With a robust skill set that includes Banking, Business Development, Commercial Banking, Commercial Lending, Commercial Real Estate and more. Lisa Pena has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Lisa Pena?
Find contact details for 700 million professionals.
Others Named Lisa Pena
Lisa Pena
Private Client Advisor
Manhattan Beach, CA, US
Lisa Pena
Program Manager
United States
Top Bank of America Employees
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co