Lisa Blum

Lisa Blum Email and Phone Number

President at SF Search Associates @ SF Search Associates
Lisa Blum's Location
Santa Fe, New Mexico, United States, United States
Lisa Blum's Contact Details

Lisa Blum personal email

n/a
About Lisa Blum

Lisa Blum is a President at SF Search Associates at SF Search Associates. She possess expertise in banking, finance, wealth management, loans, risk management and 18 more skills. Colleagues describe her as "Lisa is creative, and works with high levels of Dedication, Intelligence and Integrity. She sees the forest AND the trees, and gets all concerned to a successful result."

Lisa Blum's Current Company Details
SF Search Associates

Sf Search Associates

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President at SF Search Associates
Lisa Blum Work Experience Details
  • Sf Search Associates
    President
    Sf Search Associates Jan 2015 - Present
    Santa Fe, New Mexico, Us
    SF Search Associates is a boutique executive search firm that specializes in engaging high quality candidates who are not actively seeking new employment, but are open to dialogue when approached by a recruiter who speaks their language and whose credibility comes from having previously sat “on the same side of the table” as the candidate.
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  • Jackowitz & Company, Inc.
    Senior Vice President & Director, West Coast Office
    Jackowitz & Company, Inc. Oct 2013 - Jan 2015
    Responsible for business development and search execution across the firm’s Financial Services, Information Technology and Wine industries. Also, chartered with growing the firm’s West Coast office. Jackowitz & Company is a national retainer-based executive search firm based outside Boston.
  • Jpmorgan Chase & Co.
    Senior Vice President, Middle Market Commercial Banking
    Jpmorgan Chase & Co. May 2011 - Aug 2013
    New York, Ny, Us
    Responsible for marketing commercial banking products & services to middle market companies located throughout the San Francisco Bay Area. One area of specialization was companies within the wine industry.
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  • Jp Morgan
    Vice President, Private Wealth Management
    Jp Morgan Mar 2010 - May 2011
    New York, Ny, Us
    Responsible for providing a full range of wealth management products and services to clients with substantial investable assets, located in San Francisco, Marin, Napa and Sonoma counties.
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  • First Republic Bank
    Managing Director
    First Republic Bank Apr 2004 - Feb 2010
    San Francisco, Ca, Us
    Responsible for developing & managing relationships with clients by providing a full range of banking products & services including loans, depository services, wealth management & trust. An area of particular expertise was banking privately held wineries & vineyards.
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  • Silicon Valley Bank
    Senior Vice President
    Silicon Valley Bank Apr 1998 - Apr 2004
    Santa Clara, Ca, Us
    Responsible for management of the Bank’s relationships with 50 wineries and winegrowers located in the Napa Valley and Sonoma County. Duties included new business development as well as management of existing accounts.
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  • Copia: The American Center For Wine, Food & The Arts
    Vice President - Finance & Administration
    Copia: The American Center For Wine, Food & The Arts Jul 1996 - Apr 1998
    Us
    Supervised all financial and administrative functions of this non-profit organization during the pre-construction phase of its development. Responsible for accounting, budgeting, bank relations, risk management, human resources, and property management.
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  • Klein Vineyards
    Controller
    Klein Vineyards Mar 1991 - Jan 1996
    Managed all financial functions, including accounts receivable, accounts payable, inventory and insurance. Responsibilities included budgeting and planning, cash management and financial reporting.
  • First Interstate Bank
    Vice President
    First Interstate Bank 1988 - 1990
    Billings, Mt, Us
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  • Westpac Banking Corporation
    Vice President
    Westpac Banking Corporation 1984 - 1988
    Sydney, Nsw, Au
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  • Wells Fargo Bank
    Vice President
    Wells Fargo Bank 1981 - 1984
    San Francisco, California, Us
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  • Chase Manhattan Bank
    Assistant Vice President
    Chase Manhattan Bank 1977 - 1981
    New York, Ny, Us
    View

Lisa Blum Skills

Banking Finance Wealth Management Loans Risk Management Financial Services Portfolio Management Mergers And Acquisitions Financial Analysis Credit Cash Management Investments Capital Markets Credit Analysis Financial Modeling Fixed Income Series 7 Private Banking Financial Reporting Investment Banking Private Equity Equities Executive Search

Lisa Blum Education Details

  • Harvard University
    Harvard University
    Psychology & Social Relations
  • Woodlawn Senior High School
    Woodlawn Senior High School

Frequently Asked Questions about Lisa Blum

What company does Lisa Blum work for?

Lisa Blum works for Sf Search Associates

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

Lisa Blum's current role is President at SF Search Associates.

What is Lisa Blum's email address?

Lisa Blum's email address is li****@****gan.com

What schools did Lisa Blum attend?

Lisa Blum attended Harvard University, Woodlawn Senior High School.

What skills is Lisa Blum known for?

Lisa Blum has skills like Banking, Finance, Wealth Management, Loans, Risk Management, Financial Services, Portfolio Management, Mergers And Acquisitions, Financial Analysis, Credit, Cash Management, Investments.

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