Svp, Account Executive
Current
Nov 2023 - Present
AeroLeads people directory · profile
Lisa Gilbert Email & Phone Number
Innovative Disruptor | Strategic Builder | Advisor Engagement | Dot Connector
at
ActiFi
1 work email found
@actifi.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Innovative Disruptor | Strategic Builder | Advisor Engagement | Dot Connector
Location
Winter Park, Florida, United States
Company size
Who is Lisa Gilbert? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Lisa Gilbert is listed as Innovative Disruptor | Strategic Builder | Advisor Engagement | Dot Connector at ActiFi, a company with 31 employees, based in Winter Park, Florida, United States. AeroLeads shows a work email signal at actifi.com and a matched LinkedIn profile for Lisa Gilbert.
Lisa Gilbert previously worked as SVP, Account Executive at Actifi and Vice President, Strategic Account Consultant at Actifi. Lisa Gilbert holds Bachelor'S Degree, Economics And Finance from The University Of Texas At Dallas.
Company email context
Email format at ActiFi
This section adds company-level context without repeating Lisa Gilbert's masked contact details.
{first_initial}{last}@actifi.com
89% confidence
AeroLeads found 1 current-domain work email signal for Lisa Gilbert. Compare company email patterns before reaching out.
Profile bio
About Lisa Gilbert
Email: lisagilbert608@gmail.com(512) 934-8319
Listed skills include Training, Adult Learning Theory, Instructional Design, Coaching, and 32 others.
Current workplace
Lisa Gilbert's current company
Company context helps verify the profile and gives searchers a useful next step.
Actifi
10 roles
Lisa Gilbert work experience
A career timeline built from the work history available for this profile.
Vice President, Strategic Account Consultant
Current
Nov 2021 - Present
Director, Content And Programs
Nov 2020 - Nov 2021
Associate Financial Planner
Aug 2019 - Nov 2020
Assistant Vice President, Performance Consulting
Feb 2016 - May 2019
Avp, Education And Development (Nfp Advisor Services)
Feb 2011 - Feb 2016
Training Manager
Sep 2009 - Feb 2011
Investment Advisory Surveillance Team Lead
Dec 2006 - Sep 2009
Senior Branch Service Manager
Sep 2002 - Oct 2006
Senior Investment Associate
Morgan Stanley
Apr 2000 - Sep 2002
Team & coworkers
Colleagues at ActiFi
Other employees you can reach at actifi.com. View company contacts for 31 employees →
JP
Jennifer Pierce
Colleague at Actifi
Greater Minneapolis-St. Paul Area, United States
View →
AG
Adam Gregory
Colleague at Actifi
Greater Minneapolis-St. Paul Area, United States
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PM
Pruthviraj M A
Colleague at Actifi
Philadelphia, Pennsylvania, United States, United States
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BH
Brian Heinzen
Colleague at Actifi
Greater Minneapolis-St. Paul Area, United States
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JW
Julie Weaver
Colleague at Actifi
Anoka, Minnesota, United States, United States
View →
JP
Jason Pottorff
Colleague at Actifi
Bella Vista, Arkansas, United States, United States
View →
DH
Dan Hawley
Colleague at Actifi
Greater Minneapolis-St. Paul Area, United States
View →
MW
Marna Wozniak
Colleague at Actifi
Minneapolis, Minnesota, United States, United States
View →
AC
Aaron Cantine
Colleague at Actifi
Decorah, Iowa, United States, United States
View →
KJ
Klein Jennifer
Colleague at Actifi
Madison, Wisconsin, United States, United States
View →
Jennifer Pierce
Colleague at Actifi
Greater Minneapolis-St. Paul Area, United States
View →
AG
Adam Gregory
Colleague at Actifi
Greater Minneapolis-St. Paul Area, United States
View →
PM
Pruthviraj M A
Colleague at Actifi
Philadelphia, Pennsylvania, United States, United States
View →
BH
Brian Heinzen
Colleague at Actifi
Greater Minneapolis-St. Paul Area, United States
View →
JW
Julie Weaver
Colleague at Actifi
Anoka, Minnesota, United States, United States
View →
JP
Jason Pottorff
Colleague at Actifi
Bella Vista, Arkansas, United States, United States
View →
DH
Dan Hawley
Colleague at Actifi
Greater Minneapolis-St. Paul Area, United States
View →
MW
Marna Wozniak
Colleague at Actifi
Minneapolis, Minnesota, United States, United States
View →
AC
Aaron Cantine
Colleague at Actifi
Decorah, Iowa, United States, United States
View →
KJ
Klein Jennifer
Colleague at Actifi
Madison, Wisconsin, United States, United States
View →
2 education records
Lisa Gilbert education
Bachelor'S Degree, Economics And Finance
Candidate: Master Of Science (Ms), Learning Design And Technology, 3.6 Gpa Current
FAQ
Frequently asked questions about Lisa Gilbert
Quick answers generated from the profile data available on this page.
What company does Lisa Gilbert work for?
Lisa Gilbert works for ActiFi.
What is Lisa Gilbert's role at ActiFi?
Lisa Gilbert is listed as Innovative Disruptor | Strategic Builder | Advisor Engagement | Dot Connector at ActiFi.
What is Lisa Gilbert's email address?
AeroLeads has found 1 work email signal at @actifi.com for Lisa Gilbert at ActiFi.
Where is Lisa Gilbert based?
Lisa Gilbert is based in Winter Park, Florida, United States while working with ActiFi.
What companies has Lisa Gilbert worked for?
Lisa Gilbert has worked for Actifi, Hub International, Kestra Financial, Rbc Wealth Management, and Morgan Stanley.
Who are Lisa Gilbert's colleagues at ActiFi?
Lisa Gilbert's colleagues at ActiFi include Jennifer Pierce, Adam Gregory, Pruthviraj M A, Brian Heinzen, and Julie Weaver.
How can I contact Lisa Gilbert?
You can use AeroLeads to view verified contact signals for Lisa Gilbert at ActiFi, including work email, phone, and LinkedIn data when available.
What schools did Lisa Gilbert attend?
Lisa Gilbert holds Bachelor'S Degree, Economics And Finance from The University Of Texas At Dallas.
What skills is Lisa Gilbert known for?
Lisa Gilbert is listed with skills including Training, Adult Learning Theory, Instructional Design, Coaching, Relationship Management, Team Building, Customer Service, and Management.
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