Lisa Roberts's Location

San Francisco, California, United States

Lisa Roberts's Work

  • Managing Director, Regional Executive, Northern California @ Citi
  • Managing Director and Market Executive, US Trust @ Bank of America

Lisa Roberts's Education

  • Capital University


  • Indiana University Bloomington

    BS (Finance)

Lisa Roberts's Skills

  • Alternative Investments
  • Equities
  • Portfolio Management
  • Wealth Management
  • Strategic Financial
  • Investments
  • Asset Management
  • Private Banking
  • Accounting
  • Finance

Lisa Roberts's Summary

Lisa Roberts, based in San Francisco, California, United States, is currently a Managing Director, Head of Community Banking at Union Bank, bringing experience from previous roles at Union Bank, Freestone Capital Management, Citi and Bank of America. Lisa Roberts holds a MBA @ Capital University. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Wealth Management, Strategic Financial and more, Lisa Roberts contributes valuable insights to the industry. Lisa Roberts has 2 emails and 1 mobile phone number on RocketReach.

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