Lisa Windsor's Location
Reston, Virginia, United States
Lisa Windsor's Work
- Vice President, Wealth Planner @ Fidelity Investments
- Investment Counselor @ T. Rowe Price
- Senior Credit Manager @ Wells Fargo
Lisa Windsor's Education
- North Dakota State University
Bachelor of Science (B.S.)
2008 - Minnesota State University, Moorhead2002 - 2004
Lisa Windsor's Skills
- Asset Allocation
- Series 7
- Investments
- Mutual Funds
- Investment Strategies
- Fixed Income
- Wealth Management
- Investment Management
- Asset Managment
- Equities
Lisa Windsor's Summary
Lisa Windsor, based in Reston, Virginia, United States, is currently a Vice President, Wealth Planner at Fidelity Investments, bringing experience from previous roles at T. Rowe Price and Wells Fargo. Lisa Windsor holds a Bachelor of Science (B.S.) @ North Dakota State University. With a robust skill set that includes Asset Allocation, Series 7, Investments, Mutual Funds, Investment Strategies and more, Lisa Windsor contributes valuable insights to the industry. Lisa Windsor has 1 email on RocketReach.
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