Lisa Robb Email and Phone Number
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.
National Sports Center For The Disabled (Nscd)
View- Employees:
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PresidentConnessione Consulting And Coaching Mar 2019 - PresentDenver, Colorado
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Trustee, Board Member, FundraiserNational Sports Center For The Disabled (Nscd) 2019 - PresentDenver Metropolitan Area
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Managing Director, Rocky Moutain Region, Private Wealth AdvisorBernstein Private Wealth Management 2016 - 2019Denver, ColoradoOversee Rocky Mountain region while building and managing book of UHNW clients, foundations and family offices
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Regional Executive, SvpCharles Schwab 2013 - 2016Denver, CoRegional 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. -
Senior Vice PresidentBank Of America 2008 - 2013San Francisco Bay AreaRegional 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 coast -
Partner, Co-Founder And Executive OfficerContango Capital Advisors 2004 - 2008San Francisco Bay AreaCreated 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 Served on Board of Directors Acted in advisory capacity for all ultra high net worth client relationshipsCoordinated and directed all public and investor relations
Lisa Robb Education Details
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Clinical Psychology And Speech Pathology -
Clinical Psychology -
Psychology
Frequently Asked Questions about Lisa Robb
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 the current company?
Lisa Robb's current role is Wealth management executive , seasoned entrepreneur, consultant and Certified coach to special and extraordinary needs families ..
What schools did Lisa Robb attend?
Lisa Robb attended Boston University, Harvard University, State University Of New York At Binghamton.
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Lisa Robb
Organization & Community Partner + Public & Private Sector + Expertise In Program, Revenue, Operating Systems + Friendraiser & AdvocatePelham, Ny3caenyc.org, nysca.org, pelhamartcenter.org2 +121297XXXXX
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Lisa Robb
Business Growth Partner: Strategy, Consultative Sales, Partner Management, Marketing, SocialNorcross, Ga2marketblender.com, marketblender.com1 +186443XXXXX
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2navy.mil, navy.com
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