Lisa is responsible for business development in the Greater New York City area. She has extensive experience in investment banking, treasury services, credit sales and short-term trading. With her core knowledge of cash management, liquidity and capital markets Lisa is well-positioned to drive business expansion in escrow and payments solutions.
Lisa joined us from JP Morgan Chase where she was an Executive Director in Treasury Services. As a subject matter expert for international liquidity solutions, her clients included Fortune 500 corporations across all industry sectors. Prior to JP Morgan, Lisa held positions as a Director in both the Fixed Income Sales and Asset Backed Commercial Paper Origination groups at Citigroup, an Executive Director and Sales Manager at Peregrine Fixed Income and a Vice President of Emerging Market Sales at Lehman Brothers. Lisa is a frequent speaker at industry conferences discussing regulatory frameworks impacting financial institutions, risk assessment and a variety of other investment topics.
After graduating with Honors in Economics from Oberlin College, Lisa earned an MBA from Harvard Business School in Boston, MA. She is a Chartered Financial Analyst (CFA), enjoys running marathons and is a former Board Member of the YWCA of White Plains & Central Westchester. She resides in Chappaqua, NY with her husband and three children.