Lisa Shive Email & Phone Number
Client Services Associate @ RBG Wealth Advisors LLC
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Lisa Shive Location
- Collierville, TN, US
Lisa Shive Work
- Client Services Associate @ (April 2024 - Present)
- Registered Investment Advisor and Client Relationship Manager @ (April 2023 - January 2024)
- Registered Investment Advisor and Client Service Specialist @ Financial Consulting Group (March 2022 - April 2023)
- Client Service Specialist and Office Manager @ Financial Consulting Group (July 2018 - February 2022)
- Operations and Administration Associate @ (March 2015 - July 2018)
- Portfolio Accounting and Reporting @ (October 1999 - March 2015)
Lisa Shive Education
- University of Memphis
Bachelor of Science (B.S.)
1987-1991
Lisa Shive Skills
- Leadership
- Microsoft Office
- Strategic Financial Planning
- Team Building
- Management
- Investments
- Business Analysis
- Bloomberg
- Negotiation
- Finance
- Process Improvement
- Strategic Planning
- Financial Analysis
- Analysis
- Sales
- Financial Planning
- Budgets
Lisa Shive Summary
- Lisa Shive, based in Collierville, TN, US, is currently a Client Services Associate at RBG Wealth Advisors LLC. Lisa Shive brings experience from previous roles at The Avenue Wealth Management Group, Financial Consulting Group and Nuveen, a TIAA company. Lisa Shive holds a 1987 - 1991 Bachelor of Science (B.S.) @ University of Memphis. With a robust skill set that includes Leadership, Microsoft Office, Strategic Financial Planning, Team Building, Management and more. Lisa Shive has 3 emails and 1 mobile phone numbers on RocketReach.
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