Lisa Lundgren

Lisa Lundgren Email and Phone Number

Stay-At-Home Mother @
Lisa Lundgren's Location
Hinsdale, Illinois, United States, United States
About Lisa Lundgren

I have been fortunate to work for three fantastic Chicago financial services institutions throughout my career and alongside wonderful partners.Specialties: Family education and wealth services.

Lisa Lundgren's Current Company Details
Lundgren Household

Lundgren Household

Stay-At-Home Mother
Lisa Lundgren Work Experience Details
  • Lundgren Household
    Manager
    Lundgren Household Apr 2011 - Present
    After a fantastic 20 year career in the wealth management industry, I am delighted to be a stay-at-home mother to my 2 young sons and wonderful husband.
  • The Northern Trust Company
    Director Of Marketing, The Wealth Management Group
    The Northern Trust Company Jan 1998 - Apr 2011
    Chicago, Illinois
    From January, 1998 to February, 2006, I was a Senior Relationship Manager in The Wealth Management Group responsible for client servicing and the strategic direction of nine multi-generational family relationships whose total assets exceeded $3.7 Billion.From August, 2008 to April, 2011, I served as the Director of Marketing for The Wealth Management Group where I was responsible for the development of educational programs, networking opportunities, and all entertainment events for family member and family office clients of The Wealth Management Group.
  • Bmo Harris Private Banking
    Wealth Advisor
    Bmo Harris Private Banking Jul 2007 - Aug 2008
    Hinsdale, Illinois
    While at the Harris Private Bank, I was responsible for developing prospective client relationships and managing their relationships on an ongoing basis including introducing the appropriate discipline professionals when appropriate and customizing solutions for a broad geographic region which included the western suburbs of Chicago, Illinois, as well as Central and Northwest Indiana.
  • American National Bank And Trust Company
    Personal Trust Administrator, And Institutional Custody Relationship Manager
    American National Bank And Trust Company Jun 1991 - Jan 1998
    Chicago, Illinois
    I began my career in Trust and Relationship Administration at the American National Bank in the Trust Operataions Department in 1991. I became a Personal Trust Administrator in 1992 and an Institutional Trust Administrator in 1995.

Lisa Lundgren Education Details

Frequently Asked Questions about Lisa Lundgren

What company does Lisa Lundgren work for?

Lisa Lundgren works for Lundgren Household

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

Lisa Lundgren's current role is Stay-At-Home Mother.

What schools did Lisa Lundgren attend?

Lisa Lundgren attended Miami University, Hinsdale Central High School.

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