Lisa Robb
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Lisa Robb Email & Phone Number

Wealth management executive , seasoned entrepreneur, consultant and Certified coach to special and extraordinary needs families . at National Sports Center for the Disabled (NSCD)
Location: Denver Metropolitan Area, United States, United States 6 work roles 3 schools
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Role
Wealth management executive , seasoned entrepreneur, consultant and Certified coach to special and extraordinary needs families .
Location
Denver Metropolitan Area, United States, United States
Company size

Who is Lisa Robb? Overview

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Lisa Robb is listed as Wealth management executive , seasoned entrepreneur, consultant and Certified coach to special and extraordinary needs families . at National Sports Center for the Disabled (NSCD), a company with 21 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Lisa Robb.

Lisa Robb previously worked as President at Connessione Consulting And Coaching and Trustee, Board member, Fundraiser at National Sports Center For The Disabled (Nscd). Lisa Robb holds Graduate Coursework, Clinical Psychology And Speech Pathology from Boston University.

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National Sports Center for the Disabled (NSCD)

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Profile bio

About Lisa Robb

Wealth management executive with extensive experience in sales leadership , executive recruiting, business development, and client acquisition I also have a coaching and consulting business working with special , extraordinary needs children, young adults and their families, but most importantly I am the proudest mom on the planet to two incredible humans.

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National Sports Center for the Disabled (NSCD)
National Sports Center For The Disabled (Nscd)
Wealth management executive , seasoned entrepreneur, consultant and Certified coach to special and extraordinary needs families .
denver, colorado, united states
Employees
21
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6 roles · 22 years

Lisa Robb work experience

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President

Current
Connessione Consulting And Coaching

Denver, Colorado

Mar 2019 - Present

Managing Director, Rocky Moutain Region, Private Wealth Advisor

Bernstein Private Wealth Management

Denver, Colorado

Oversee Rocky Mountain region while building and managing book of UHNW clients, foundations and family offices

2016 - 2019 ~3 yrs

Regional Executive, Svp

Denver, CO

Regional executive directing the sales execution and management of 12 states and 18 wealth management offices. Oversaw the diversity and inclusion regional task force for the Rocky Mountain Region. Led business growth from the lowest performing region to Top 3 in financial, strategic and client satisfaction results.

2013 - 2016 ~3 yrs

Senior Vice President

San Francisco Bay Area

Regional Sales Perfromance Executive, Director- Wealth ManagementLead overall sales execution strategy for Wealth Management Banking which generated $5B in revenueAppointed northern chair for diversity and inclusion Partnered with Advisory and Private Banking to ensure client credit and banking goals were met Head up Diversity Recruiting efforts for west.

2008 - 2013 ~5 yrs

Partner, Co-Founder And Executive Officer

Contango Capital Advisors

San Francisco Bay Area

Created and built wealth management platform to provide asset and liability management for Zion bank and all affiliate bank clients. Launched Advisory Services and Business Development unitsRaised in excess of 1B in new client assets in 12 months, family offices, foundations and UHNW entrepreneurs Led all diversity recruiting efforts for advisory division.

2004 - 2008 ~4 yrs
3 education records

Lisa Robb education

FAQ

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What company does Lisa Robb work for?

Lisa Robb works for National Sports Center for the Disabled (NSCD).

What is Lisa Robb's role at National Sports Center for the Disabled (NSCD)?

Lisa Robb is listed as Wealth management executive , seasoned entrepreneur, consultant and Certified coach to special and extraordinary needs families . at National Sports Center for the Disabled (NSCD).

Where is Lisa Robb based?

Lisa Robb is based in Denver Metropolitan Area, United States, United States while working with National Sports Center for the Disabled (NSCD).

What companies has Lisa Robb worked for?

Lisa Robb has worked for Connessione Consulting And Coaching, National Sports Center For The Disabled (Nscd), Bernstein Private Wealth Management, Charles Schwab, and Bank Of America.

How can I contact Lisa Robb?

You can use AeroLeads to view verified contact signals for Lisa Robb at National Sports Center for the Disabled (NSCD), including work email, phone, and LinkedIn data when available.

What schools did Lisa Robb attend?

Lisa Robb holds Graduate Coursework, Clinical Psychology And Speech Pathology from Boston University.

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