Lisa Stone Email & Phone Number

Greater New York City Area

Since its founding over 50 years ago, Bernstein has focused solely on investment management and research for clients, which aligns our interests with theirs and makes us fully accountable for their outcomes. Bernstein can deploy a comprehensive range of investment strategies, cutting-edge investment planning, and risk-management services to help each client reach their goals.I was recruited to Bernstein Private Wealth Management in 2004 after spending 13 years as a sales executive in the financial technology industry. I was attracted to Bernstein’s culture of transparency, research, and integrity. I have built my practice over the past 15+ years and have developed niches in several specialized practice areas, including:• C-suite executives including CEOs of Fortune 500 companies, and top global financial institutions• Lawyers, Doctors, and other highly compensated professionals at the top of their fields, including managing partners at “white shoe” law firms and “big seven” accounting firms • Divorcees and widows unexpectedly challenged by overseeing complex portfolios and multigenerational wealth• Financial and Technology Entrepreneurs including leading founders, hedge fund and private equity managers, and serial fintech executives • Entertainers and athletes, including several of the world’s most successful authors, producers, and business managers

Greater New York City Area

(Formerly known as IQ Financial Systems)* Direct sales team in IQ Financial's largest most profitable region.* Responsible for recruiting, training and managing senior sales team.* Develop and execute sales strategy, methodology and commission plan.* Oversee all sales processes in region, including client presentations. RFP responses, pricing decisions and contract negotiations.* Participate in all aspects of senior management of company.* Provide leadership and expertise in all elements of sales and marketing.* Maintain extensive network of contacts in banking and technology industries.

Greater New York City Area

* Planned and executed sales strategy in North and South America.* Managed senior sales team and all client relationships.* Developed new business with emphasis on emerging markets and new products.* Used market expertise to contribute to product design and company strategy.* Initiated and led client projects and strategic relationships* Implemented complex solutions for client problems by integrating and coordinating efforts between different software vendors and consultants.* Responsible for regional and personal sales revenue budgets.