Lisa Watchmaker Email & Phone Number
Senior Fiduciary Officer at Winslow Wealth Management LLC @ Winslow, Evans & Crocker, Inc.
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Lisa Watchmaker Location
- Revere, MA, US
Lisa Watchmaker Work
- Senior Fiduciary Officer at Winslow Wealth Management LLC @ (June 2016 - Present)
- Trust Administrative Associate @ (January 2015 - January 2016)
- Contract Investment Reporting Analyst @ (January 2014 - January 2015)
- Portfolio Officer @ (January 1984 - January 2013)
Lisa Watchmaker Education
- Suffolk University
Master Of Business Administration
1984-1988 - Emmanuel College
Bachelor Of Arts
1980-1984 - New England School of Banking
Lisa Watchmaker Skills
- Portfolio Management
- Wealth Management
- Investments
- Mergers & Acquisitions
- Financial Services
- Trust Services
- Fiduciary Services
- Private Banking
- Procedure Review
- Personal Trust Administration
- Due Diligence
- Financial Advisory
- Securities
- Investment Management
- Asset Management
- Equities
- Mergers and Acquisitions
Lisa Watchmaker Summary
- Lisa Watchmaker, based in Revere, MA, US, is currently a Senior Fiduciary Officer at Winslow Wealth Management LLC at Winslow, Evans & Crocker, Inc.. Lisa Watchmaker brings experience from previous roles at Private, Wellington Management and Bny Mellon. Lisa Watchmaker holds a 1984 - 1988 Master Of Business Administration @ Suffolk University. With a robust skill set that includes Portfolio Management, Wealth Management, Investments, Mergers & Acquisitions, Financial Services and more. Lisa Watchmaker has 1 emails and 1 mobile phone numbers on RocketReach.
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