Lisa Weiss Email & Phone Number
Manager of Internal Portfolio Management Group @ Regions Bank
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Lisa Weiss Location
- Winston-Salem, NC, US
Lisa Weiss Work
- 2025 -now Manager of Internal Portfolio Management Group @
- 2017 -2025 Acting Head, Internal Portfolio Manager @
- 1987 -now Volunteer @
- 1987 -2022 CFA Essay Grader @
- 2015 -2017 Chief Investment Officer @ American EB5 Capital Group, LLC
- 2009 -2017 President @
- 2001 -2017 COO, CIO @ Thayer Gate Advisors, Inc.
- 2009 -2012 Owner @ Two Hoots Farm, Inc.
- 2001 -2009 President @ Black Knight Ventures, Inc.
- 1991 -1996 Vice President @
- 1987 -1989 Vice President @ Scudder, Stevens & Clark
- 1982 -1984 Analyst @
- 1975 -1977 Credit Analyst @ Cullen/Frost
Lisa Weiss Education
- Trinity University
MBA (Finance)
1975-1977 - Trinity University
BA (Business Administration, Spanish)
1972-1975
Lisa Weiss Skills
- Portfolio Management
- Investments
- Finance
- Asset Allocation
- Investment Strategies
- Corporate Finance
- Valuation
- Investment Banking
- Investment Management
- Financial Modeling
- Trading
- Financial Analysis
- Financial Services
- Due Diligence
- Business Planning
- Strategic Planning
- Asset Managment
- Bloomberg
- Management Consulting
- Wealth Management
- Fixed Income
- Hedge Funds
- Equity Valuation
- Financial Markets
- Business Development
- Entrepreneurship
- Alternative Investments
- Private Equity
- Business Valuation
- Risk Management
- Equities
- Economics
- Wealth Management Services
- Derivatives
- Investor Relations
- Venture Capital
- Wealth
- Estate Planning
- Asset Management
- Customer Service
- Project Management
- Research
- Services
Lisa Weiss Summary
- Lisa Weiss, based in Winston-Salem, NC, US, is currently a Manager of Internal Portfolio Management Group at Regions Bank. Lisa Weiss brings experience from previous roles at Regions Bank, CFA Institute and American EB5 Capital Group, LLC. Lisa Weiss holds a 1975 - 1977 MBA in Finance @ Trinity University. With a robust skill set that includes Portfolio Management, Investments, Finance, Asset Allocation, Investment Strategies and more. Lisa Weiss has 3 emails and 5 mobile phone numbers on RocketReach.
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