Lisa Terk's Location
San Francisco, CA, US
Lisa Terk's Work
- Senior Vice President @ US Capital Partners
- Investment Officer at US Capital Global @ US Capital Partners
- Registered Client Service Associate @ Oppenheimer & Co. Inc.
- Advisor to the Founder @ The Smith Family Foundation
- Project Manager @ First Republic Private Wealth Management
- Advisor to the Chief Executive Officer @ Venture Net Capital Group
- Special Advisor @ Ardour Capital Investments
- Consultant to Management Team @ Lucas Energy
- Advisor to the President and Chief Executive Officer @ 800 for Funds
- Institutional Cash Manager @ RBC
Lisa Terk's Education
- McGill University
Bachelor Degree (Honours)
1989 - 1993 - John Abbott College
College Diploma (Science & Languages)
1986 - 1988
Lisa Terk's Skills
- Leadership
- Trading Strategies
- Cash Management
- Banking
- Corporate Finance
- Valuation
- Start Ups
- Portfolio Management
- Financial Modeling
- Capital Markets
Lisa Terk's Summary
Lisa Terk, based in San Francisco, CA, US, is currently a Senior Vice President at Us Capital Partners Inc., bringing experience from previous roles at Us Capital Partners Inc., Oppenheimer & Co. Inc., The Smith Family Foundation and First Republic Private Wealth Management. Lisa Terk holds a 1989 - 1993 Bachelor Degree in Honours @ McGill University. With a robust skill set that includes Leadership, Trading Strategies, Cash Management, Banking, Corporate Finance and more, Lisa Terk contributes valuable insights to the industry. Lisa Terk has 3 emails and 1 mobile phone number on RocketReach.
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