Lisa Brignoni Asher, Cfa Email & Phone Number

New Orleans, LA, US

Datos Insights delivers the most comprehensive and industry-specific data and advice to the companies trusted to protect and grow the world's assets as well as to the technology and service providers who support them. We are staffed by experienced industry executives, researchers, and consultants.

Leading strategy development and implementation of digital client and advisor experiences for wealth management firms

F2 Strategy, Inc provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.

Bozeman, MT

XYIS was started in 2017 as a captive TAMP to members of the XY Planning Network. Since joining in 2019, I’ve led the charge to help fee-only financial planners leverage the value of providing investment management services to their clients and through my leadership, increased our firm AUM from $33MM to $105MM over an 18 month period. My two main.

Pittsburgh, PA

Remote

At Clearnomics, we're helping financial advisors strengthen their relationships with clients through engaging market conversations.In this role, I worked directly with advisors to help them digitize their client experience and deliver engaging market insights that keep their clients focused on long-term goals.

Pittsburgh, PA

Pittsburgh

Boulder, CO

- Propelled the growth of an e-commerce company by developing an organizational structure and set of procedures for the vendor relationship department, the main revenue generating asset of the company.- Launched 2 product lines and led the geographic expansion of 3 others.- Trained and managed a team of 3 sales personnel who were responsible for conducting.

Amsterdam Area, Netherlands

- Conducted an annual study highlighting the development of the European gift card market.- Analyzed consumer spending behavior to advise Romanian banks in implementing strategies for increasing use of debit and credit cards.- Designed a dynamic pricing model for ATM network sourcing to enable a client to add value to its own prospecting process..

Greater Detroit Area

- Working with branch managers in 7 countries, analyzed and researched variances in monthly financials.- Prepared due diligence documentation in collaboration with the borrowings department for securitizations of automobile loan portfolios.