Lisa Wiese Email & Phone Number
Co-Founder @ Wescom Solutions
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Lisa Wiese Location
- Yorba Linda, CA, US
Lisa Wiese Work
- Co-Founder @ (January 2023 - Present)
- Senior Vice President, Investment Counselor @ (September 2021 - April 2022)
- Vice President, Investment Associate @ (January 2020 - September 2021)
- Assistant Vice President, Investment Associate @ (May 2017 - January 2020)
- US Debt Capital Markets Associate @ (November 2016 - April 2017)
- US Debt Capital Markets Analyst @ (January 2015 - October 2016)
- Debt Capital Markets and Risk Solutions Co-op @ (January 2014 - June 2014)
- Wealth Management Intern @ (October 2013 - December 2013)
- Private Wealth Management Co-op @ (January 2013 - June 2013)
- Accounting Co-op @ (January 2012 - June 2012)
Lisa Wiese Education
- Northeastern University
Bachelor's Degree (Finance, General)
2010-2014
Lisa Wiese Skills
- Investment Management
- Private Wealth Management
- Structured Notes
- Investment Strategies
- Alternative Investments
- Finance
- Derivatives
- Capital Markets
- Interest Rate Derivatives
- Bloomberg
- Bond Pricing
- Bond Markets
- Swaptions
- Swaps
- Fixed Income
- Credit Analysis
- Teamwork
- French
- PowerPoint
- Analysis
- Market Research
- Microsoft Excel
- Budgets
- Accounting
- Excel
- Adaptive
- German
- Russian
- Word
- Prioritization
- Self Driven
- Eager To Learn
- Organizing
- Reliability
- Responsibility
- Vlookup
- Pivot Tables
- Essbase
- Patience
- Formatting Documents
- Communication Skills
- Close Attention to Detail
- High Pressure Environment
- Hoovers
- K2
- Critical Thinking
- Microsoft Word
- High Pressure
- Interest Rate
Lisa Wiese Summary
- Lisa Wiese, based in Yorba Linda, CA, US, is currently a Co-Founder at WESCOM Solutions. Lisa Wiese brings experience from previous roles at Citi and Scotiabank. Lisa Wiese holds a 2010 - 2014 Bachelor's Degree in Finance, General @ Northeastern University. With a robust skill set that includes Investment Management, Private Wealth Management, Structured Notes, Investment Strategies, Alternative Investments and more. Lisa Wiese has 3 emails and 10 mobile phone numbers on RocketReach.
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