Lisa Winward's Location
Pompano Beach, FL, US
Lisa Winward's Work
- Wealth Manager @ Global Wealth Management
- Relationship Banker @ JPMorgan Chase & Co.
- Client Relationship Manager @ Campbell Wealth Management
- Financial Advisor @ iFocus Financial
- Financial Advisor @ Financial Services Company
Lisa Winward's Education
- Brigham Young University
MBA
- University of Utah
BS
Lisa Winward's Skills
- Financial Planning
- Strategic Planning
- Customer Service
- Long Term Vision
- Investments
Lisa Winward's Summary
Lisa Winward, based in Pompano Beach, FL, US, is currently a Wealth Manager at Global Wealth Management, bringing experience from previous roles at JPMorgan Chase & Co., Campbell Wealth Management, iFocus Financial and Ameriprise Financial Services, Inc.. Lisa Winward holds a MBA @ Brigham Young University. With a robust skill set that includes Financial Planning, Strategic Planning, Customer Service, Long Term Vision, Investments and more, Lisa Winward contributes valuable insights to the industry. Lisa Winward has 2 emails on RocketReach.
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