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Lisa W Location
Columbus, OH, US
Lisa W Work
2019 -now Co-Founder, President and Chief Operating Officer @
2011 -2018 Chief Operating Officer @
2005 -2010 Senior Vice President, Managing Director @
1994 -2005 Managing Director @
Lisa W Education
The American College of Financial Services
(CAP® Chartered Advisor in Philanthropy®)
2020-2021
The Ohio State University Fisher College of Business
Richmond American University London
The Ohio State University College of Arts and Sciences
Franklin University
Lisa W Skills
Equities
Investments
Banking
Sales Management
Asset Managment
Executive Leadership
Mutual Funds
Asset Management
Operations Management
Leadership Development
Asset Allocation
Management
Product Management
Chief Operating Officer
Fixed Income
Financial Services
Alternative Investments
Strategic Planning
Hedge Funds
Customer Relationship Management (CRM)
Lisa W Summary
Lisa W, based in Columbus, OH, US, is currently a Co-Founder, President and Chief Operating Officer at VELA Investment Management, LLC. Lisa W brings experience from previous roles at Diamond Hill Capital Management, Inc., Wells Fargo and JPMorgan. Lisa W holds a 2020 - 2021 The American College of Financial Services. With a robust skill set that includes Equities, Investments, Banking, Sales Management, Asset Managment and more. Lisa W has 4 emails on RocketReach.
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