Lisa Terk Email & Phone Number
Senior Vice President @ US Capital Partners
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Lisa Terk Location
- San Francisco, CA, US
Lisa Terk Work
- Senior Vice President @ (March 2020 - Present)
- Investment Officer at US Capital Global @ (March 2020 - Present)
- Registered Client Service Associate @ (October 2017 - February 2020)
- Advisor to the Founder @ (December 2015 - October 2017)
- Project Manager @ (December 2014 - December 2015)
- Advisor to the Chief Executive Officer @ Venture Net Capital Group (September 2009 - September 2014)
- Special Advisor @ (September 2010 - November 2012)
- Consultant to Management Team @ Lucas Energy (September 2009 - September 2011)
- Advisor to the President and Chief Executive Officer @ 800 for Funds (June 2007 - June 2011)
- Institutional Cash Manager @ (October 2006 - June 2007)
- Financial Advisor @ (June 2003 - June 2006)
Lisa Terk Education
- McGill University
Bachelor Degree (Honours)
1989-1993 - John Abbott College
College Diploma (Science & Languages)
1986-1988
Lisa Terk Skills
- Leadership
- Trading Strategies
- Cash Management
- Banking
- Corporate Finance
- Valuation
- Start Ups
- Portfolio Management
- Financial Modeling
- Capital Markets
- Business Development
- Investments
- Finance
- Energy
- Strategic Planning
- Strategy
- Equities
- Wealth Management
- Business Planning
- Entrepreneurship
- Emerging Markets
- Asset Management
- New Business Development
- Financial Analysis
- Private Equity
- Business Strategy
- Investment Banking
- Due Diligence
- Trading
- Financial Management
- Venture Capital
- Mergers and Acquisitions
- Securities
Lisa Terk Summary
- Lisa Terk, based in San Francisco, CA, US, is currently a Senior Vice President at Us Capital Partners Inc.. Lisa Terk brings 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 has 2 emails and 2 mobile phone numbers on RocketReach.
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