Lisa Fornero Email and Phone Number
Lisa Fornero work email
- Valid
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Lisa Fornero personal email
As the Vice President of Public Securities Operations at Heitman, a global real estate investment management firm, I oversee the operational and financial activities of the Public Securities team, which manages assets across various strategies and regions. I have been with Heitman for over five years, starting as a Finance Manager and progressing to my current role.With a bachelor's degree in finance from Loyola University Chicago and 15+ years experience, I have developed strong analytical, operational, and regulatory skills that enable me to optimize the efficiency and accuracy of the public securities operations. I have been recognized for identifying and resolving gaps in processes and controls, enhancing reconciliation and accounting systems, and ensuring compliance with SEC, FINRA, and other regulatory requirements. I am passionate about delivering high-quality service to our clients, partners, and stakeholders, and leading a team of dedicated and talented professionals.
Heitman
View- Website:
- heitman.com
- Employees:
- 369
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Vice President | Public Securities OperationsHeitman Sep 2022 - PresentChicago, Illinois, United States
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Assistant Vice President | Public Securities OperationsHeitman Mar 2022 - Sep 2022Chicago, Illinois, United States
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Finance Manager | Public Securities OperationsHeitman Aug 2019 - Mar 2022Chicago
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Senior Compliance Officer, Vp | Trading ProductsBmo Capital Markets Aug 2018 - Aug 2019Chicago, IllinoisCompliance and regulatory advisory for fixed income broker dealer covering U.S. Rates Trading (treasury, agency, and investment grade corporates), high yield, and securitized products. -
Manager | Global Regulatory OperationsBmo Capital Markets Feb 2017 - Aug 2018Chicago, IllinoisManaged team of associates responsible for regulatory oversight and reporting for fixed income broker dealer and bank operations.
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Associate | Global Regulatory OperationsBmo Capital Markets Oct 2015 - Feb 2017Greater Chicago AreaRegulatory oversight and reporting for fixed income broker dealer and bank operations.
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Reconciliation Team Lead | Operations ControlBmo Capital Markets Gkst Jul 2009 - Oct 2015Greater Chicago AreaPerformed reconciliations for cash and positions, report source to balance sheet, and positions and P&L. Supported Operations and Finance regulatory reporting.
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Operations Specialist | Fixed Income OperationsBmo Capital Markets Gkst Sep 2007 - Jul 2009Greater Chicago AreaBack office trade support for municipal broker dealer including account opening, reconciliation, and trade allocation.
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Restaurant SupervisorRainforest Cafe Apr 2001 - Sep 2007Schaumburg, IlHeld positions as Restaurant Supervisor, Retail Associate, Retail Crew Supervisor, Server, Host & Bartender
Lisa Fornero Skills
Lisa Fornero Education Details
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Finance, General
Frequently Asked Questions about Lisa Fornero
What company does Lisa Fornero work for?
Lisa Fornero works for Heitman
What is Lisa Fornero's role at the current company?
Lisa Fornero's current role is VP @ Heitman | Securities Operations.
What is Lisa Fornero's email address?
Lisa Fornero's email address is li****@****ocm.com
What schools did Lisa Fornero attend?
Lisa Fornero attended Loyola University Chicago.
What skills is Lisa Fornero known for?
Lisa Fornero has skills like Fixed Income, Operations, G/l Reconciliations, Microsoft Excel, Problem Solving, Leadership, Financial Accounting, P&l, Municipal Bonds.
Who are Lisa Fornero's colleagues?
Lisa Fornero's colleagues are Robert Hayes, Jonathan Lindell, Agata Ś., Julie Feller, Alan Waggoner, Bradley Hammer, Drew Fox.
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