Lisa Rosenthal's Location
Twinsburg, Ohio, United States
Lisa Rosenthal's Work
- Financial Advisor @ Merrill Lynch
- Director of Financial Planning and Financial Advisor @ McDonald Partners
- Financial Advisor @ Morgan Stanley
- Relationship Manager - Taft Hartley and Public Funds @ Victory Capital
- Portfolio Manager @ Key Private Bank
Lisa Rosenthal's Education
- Case
Master Of Business Administration (Finance)
1997 - 2000 - Miami University
Bachelor Of Science In Business Administration (Marketing)
Lisa Rosenthal's Skills
- Microsoft Office
- Portfolio Management
- Public Relations
- Investments
- Social Media
- Asset Management
- Credit
- Customer Service
- Sales
Lisa Rosenthal's Summary
Lisa Rosenthal, based in Twinsburg, Ohio, United States, is currently a Financial Advisor at Merrill Lynch, bringing experience from previous roles at McDonald Partners, Morgan Stanley, Victory Capital and Key Private Bank. Lisa Rosenthal holds a 1997 - 2000 Master Of Business Administration in Finance @ Case. With a robust skill set that includes Microsoft Office, Portfolio Management, Public Relations, Investments, Social Media and more, Lisa Rosenthal contributes valuable insights to the industry. Lisa Rosenthal has 3 emails and 1 mobile phone number on RocketReach.
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