Lisa Roberts's Location
New York, NY, US
Lisa Roberts's Work
- Managing Director, Head of Community Banking @ Union Bank
- Managing Director, Head of Private Wealth Management @ Union Bank
- Managing Director, Bay Area Executive @ Freestone Capital Management
- Managing Director, Regional Executive, Northern California @ Citi
- Managing Director and Market Executive, US Trust @ Bank of America
Lisa Roberts's Education
- Capital University
MBA
- 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 New York, NY, US, 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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