Lisa Church

Lisa Church Email and Phone Number

Director Of Operations at Fort Point Capital Partners @ Fort Point Capital Partners
san francisco, california, united states
Lisa Church's Location
San Francisco, California, United States, United States
Lisa Church's Contact Details
About Lisa Church

25+ years experience managing all aspects of RIA Operations and Portfolio Performance Reporting (Advent Axys, Black Diamond, Addepar). Experienced Salesforce administrator including custom design. Strong analytical skills, process design, and data management.

Lisa Church's Current Company Details
Fort Point Capital Partners

Fort Point Capital Partners

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Director Of Operations at Fort Point Capital Partners
san francisco, california, united states
Website:
fortpointcap.com
Employees:
16
Lisa Church Work Experience Details
  • Fort Point Capital Partners
    Director Of Operations
    Fort Point Capital Partners Oct 2018 - Present
    San Francisco, Ca
    Founded in 2008, Fort Point is an SEC-registered investment adviser that provides tailored investment solutions to individuals, wealth advisory firms, family offices, and institutions. The firm has particular expertise utilizing options-enhanced risk management strategies to facilitate desired client outcomes. Fort Point is headquartered in San Francisco with offices in New York, Denver, and Boston.
    View
  • Tiedemann Advisors
    Managing Director, Operations (Via Merger With Presidio)
    Tiedemann Advisors Oct 2016 - Jun 2018
    San Francisco
    View
  • The Presidio Group Llc
    Managing Director - Head Of Operations
    The Presidio Group Llc May 2007 - Sep 2016
    San Francisco, Ca
    View

Lisa Church Skills

Performance Reporting Salesforce.com Administration Strategic Planning It Strategy Database Design Database Administration Regulatory Compliance Performance Measurement Financial Data Management Management Mergers And Acquisitions Portfolio Management Investment Management Investments Alternative Investments Equities Asset Management Hedge Funds Strategy Analytical Skills Salesforce.com Development Salesforce.com Implementation Advent Axys Black Diamond Ria Compliance Addepar Account Reconciliation Operations Management Custodial Services

Frequently Asked Questions about Lisa Church

What company does Lisa Church work for?

Lisa Church works for Fort Point Capital Partners

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

Lisa Church's current role is Director Of Operations at Fort Point Capital Partners.

What is Lisa Church's email address?

Lisa Church's email address is li****@****ail.com

What is Lisa Church's direct phone number?

Lisa Church's direct phone number is +141528*****

What are some of Lisa Church's interests?

Lisa Church has interest in Arts And Culture.

What skills is Lisa Church known for?

Lisa Church has skills like Performance Reporting, Salesforce.com Administration, Strategic Planning, It Strategy, Database Design, Database Administration, Regulatory Compliance, Performance Measurement, Financial Data Management, Management, Mergers And Acquisitions, Portfolio Management.

Who are Lisa Church's colleagues?

Lisa Church's colleagues are Joel Newman, Tyler Sloan, John Mcdevitt, Chad Demartini, Booth Boughan, Caitlin Kneram, Roy Haya.

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