Lisa Caesar

Director, Business Development

New York

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.