Lisa Lundgren

Lisa Lundgren Email and Phone Number

Director of Marketing, The Wealth Management Group at The Northern Trust Company @ The Northern Trust Company
Lisa Lundgren's Location
Greater Chicago Area, United States, United States
Lisa Lundgren's Contact Details
About Lisa Lundgren

Lisa Lundgren is a Director of Marketing, The Wealth Management Group at The Northern Trust Company at The Northern Trust Company. She possess expertise in wealth management, wealth, high net worth individuals, series 7, wealth transfer and 3 more skills.

Lisa Lundgren's Current Company Details
The Northern Trust Company

The Northern Trust Company

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Director of Marketing, The Wealth Management Group at The Northern Trust Company
Lisa Lundgren Work Experience Details
  • The Northern Trust Company
    Director Of Marketing, The Wealth Management Group
    The Northern Trust Company Aug 2008 - Present
    Chicago, Illinois, Us
    A dream job - the chance to organize events, education pieces, networking opportunities and marketing strategy for The Wealth Management Group, a specialized division within The Northern Trust established in 1982 to provide customized global asset servicing, investment management, reporting and consulting solutions for the ultra high net worth families served by a global team of more than 250 highly skilled and experienced Northern Trust partners.
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  • Bmo Harris Private Banking
    Wealth Advisor
    Bmo Harris Private Banking Jun 2007 - Aug 2008
    Toronto, Ca
    Enjoyed a fantastic experience with the Harris Private Bank working in my hometown of Hinsdale, Illinois, working alongside some great partners and good friends that continue as such today.
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  • The Northern Trust Company
    Vice President, Senior Relationship Manager
    The Northern Trust Company Jan 1998 - Feb 2006
    Chicago, Illinois, Us
    The chance to serve as a trusted advisor to 8 ultra high net worth families from around the United States for 8 years. It was a fantastic opportunity and learning experience.
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  • American National Bank & Trust Co Of Chicago
    Vice President
    American National Bank & Trust Co Of Chicago 1991 - 1998

Lisa Lundgren Skills

Wealth Management Wealth High Net Worth Individuals Series 7 Wealth Transfer Trust Services Client Service Customer Relations

Lisa Lundgren Education Details

  • Miami University
    Miami University
    Organizational Behavior With A Focus In International Business And Union Negotiations

Frequently Asked Questions about Lisa Lundgren

What company does Lisa Lundgren work for?

Lisa Lundgren works for The Northern Trust Company

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

Lisa Lundgren's current role is Director of Marketing, The Wealth Management Group at The Northern Trust Company.

What is Lisa Lundgren's email address?

Lisa Lundgren's email address is lt****@****trs.com

What is Lisa Lundgren's direct phone number?

Lisa Lundgren's direct phone number is +1 312-630*****

What schools did Lisa Lundgren attend?

Lisa Lundgren attended Miami University.

What are some of Lisa Lundgren's interests?

Lisa Lundgren has interest in Community And Our Close Family, Sports And An Active Family Lifestyle.

What skills is Lisa Lundgren known for?

Lisa Lundgren has skills like Wealth Management, Wealth, High Net Worth Individuals, Series 7, Wealth Transfer, Trust Services, Client Service, Customer Relations.

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