Lisa Edson

Lisa Edson Email and Phone Number

Owner and Operator @ Bayview Properties
Greenwich, CT, US
Lisa Edson's Location
Greenwich, Connecticut, United States, United States
Lisa Edson's Contact Details

Lisa Edson personal email

About Lisa Edson

As an accomplished, well-respected banker with a 20+-year history comprised of selling, planning and relationship experience, I am seeking a career that encompasses my broad skills. I possess a results-oriented approach to people, projects and challenges which further demonstrates my proven track record. My diverse background also includes two significant ventures outside the banking industry. One consists of assisting in the management and operation of a Christmas tree farm, and 10,0000SF retail store, a successful family-owned business for 30 years. The other enterprise is a residential real estate investment that I own and manage, which presently generates positive cash flow increasing by 30% each year over the last 6 years. One property in particular is a great source of pride and satisfaction, having developed it from the ground up and turned it into a luxury home on the water and exclusive venue for special events.Specialties: • Achieve a high level of success concurrently in both personal and professional endeavors • Maintain a comprehensive client and referral base in excess of 8,000 relationships worldwide • Actively manage and solicit prospective and current clients through web-based programs • Consistently recognized as Top Sales Producer at Greenwich Bank and Trust • Rated “1” Outstanding at Chase for 5 consecutive years

Lisa Edson's Current Company Details
Bayview Properties

Bayview Properties

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Owner and Operator
Greenwich, CT, US
Employees:
18
Lisa Edson Work Experience Details
  • Bayview Properties
    Owner And Operator
    Bayview Properties
    Greenwich, Ct, Us
  • Bayview Properties
    Owner/ Operator
    Bayview Properties 2004 - Present
    Greenwich, Ct
    • Developed a portfolio of residential rental properties worth in excess of $6 million. • Responsible for the leasing, management and maintenance. • Devote time to promoting the property, including web-based design. • Accommodate a multitude of unique requests in a concierge-like capacity and troubleshoot as needed.
  • The Greenwich Bank And Trust Company, Greenwich, Connecticut
    Private Mortgage Banker
    The Greenwich Bank And Trust Company, Greenwich, Connecticut 2004 - 2011
    • Established a mortgage division to enhance the options for affluent clients in the greater Greenwich market. • Successfully executed the cross-sell option of all bank products to include commercial loans, consumer and business deposit products and insurance products with existing and prospective clients. • Managed the mortgage bank presentations to all third parties such as real estate offices, law firms and social groups in an effort to generate bank business.
  • The Putnam Trust Co., New Canaan, Connecticut (A Division Of The Bank Of New York)
    Vice President – Relationship Manager And Business Development Officer
    The Putnam Trust Co., New Canaan, Connecticut (A Division Of The Bank Of New York) 1999 - 2003
    • Successfully opened a de novo Private Banking office for Putnam Trust, a division of the Bank of New York, co-managing a group of five people and focusing on high net worth individuals. • Responsibilities included business development for trust and asset management, estate planning, will appointments, financial planning, mortgages, equity lines of credit and deposit product. • Developed a referral network with Fairfield County attorneys, accountants and other business networks by organizing special events with Senior Management. This included participating in community service organizations to fully integrate the bank into local towns.
  • Chase Manhattan Bank, New York, New York
    Personal Financial Management Group, Relationship Manager
    Chase Manhattan Bank, New York, New York 1993 - 1999
    • Served Private Banking and Middle Market banking clients with a minimum of $500,000 in investable assets. • Provided investment advice and trade execution services to high-net-worth individuals and Middle Market corporations. This position involved the sales of a wide array of brokerage alternatives, including Treasuries, Federal Agencies, Municipal Bonds, Mutual Funds, and Equities. • Coordinated the business development activities of 8 senior investment consultants and 3 investment consultants, determining coverage of the various areas of the bank and ensuring that the bankers were being well-served. • Supervised the sales, trading and client service functions of PCI, the Office of Supervisor Jurisdiction (OSJ). • A member of the PCI management team and a direct report to the PCI Business Manager.
  • Shearson Lehman Brothers, New York, New York
    Registered Representative
    Shearson Lehman Brothers, New York, New York 1991 - 1993
  • Liberty Brokerage, Inc., New York, New York
    Government Securities Broker
    Liberty Brokerage, Inc., New York, New York 1987 - 1991

Lisa Edson Skills

Investments Mortgage Lending Banking Portfolio Management Real Estate Credit Loans Commercial Lending Mortgage Banking Loan Origination Credit Analysis Insurance Sales Management Equities Residential Homes Fha Relationship Management New Business Development Cross Selling Reverse Mortgages Underwriting Team Building Credit Risk First Time Home Buyers Series 7 Real Estate Economics Va Loans Lines Of Credit Real Estate Financing Asset Managment

Lisa Edson Education Details

  • Syracuse University
    Syracuse University
    Business

Frequently Asked Questions about Lisa Edson

What company does Lisa Edson work for?

Lisa Edson works for Bayview Properties

What is Lisa Edson's role at the current company?

Lisa Edson's current role is Owner and Operator.

What is Lisa Edson's email address?

Lisa Edson's email address is li****@****mac.com

What schools did Lisa Edson attend?

Lisa Edson attended Syracuse University.

What are some of Lisa Edson's interests?

Lisa Edson has interest in Travel, Cooking, Reading.

What skills is Lisa Edson known for?

Lisa Edson has skills like Investments, Mortgage Lending, Banking, Portfolio Management, Real Estate, Credit, Loans, Commercial Lending, Mortgage Banking, Loan Origination, Credit Analysis, Insurance.

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