Lisa Wiese Email & Phone Number

California, United States

At Wescom Solutions we provide systems engineering, construction management and operations support services to the transit industry. Our mission is to help clients enhance their systems capabilities, capital program execution and operational efficiencies in the safest, and most time- and cost-efficient mannerAs CEO I am looking to grow the company to.

Orange County, California, United States

As an Investment Counselor at Citi I worked with 30+ ultra- high net worth clients including individuals, multi-generational families, corporations, and endowment and foundations. I was solely responsible for the entire investment relationship, covering the sales process from beginning to end. This enabled me to establish deep connections with clients and.

Los Angeles, California, United States

As a Vice President Investment Associate, I trained and managed seven analysts. Training ranged from system usage, to pitch deck preparation and trade execution. I provided continuous oversight over the analysts and reviewed their work for accuracy. I assisted with the preparation for client meetings and attended in person and zoom meetings. I started by.

Los Angeles, California

As an Assistant Vice President, Investment Associate, I focused on preparing materials for client meetings which included performance, holdings overview, and new investment recommendations. I assisted with daily client requests that included providing performance information, and informing of upcoming maturities and/or capital call notices. I entered.

Greater New York City Area

Greater New York City Area

As an Analyst at Scotiabank, I prepared over 300 pitchbooks covering clients' bond performance, market conditions and new issue recommendations. I worked on over 200 bookrun transactions across a variety of industries in the high yield and investment grade space.

Greater New York City Area

As an intern with a team of only 5 members, I was assigned a lot of responsibility from the first day on the job. I quickly learned how to use Bloomberg and its excel add-in and how to compile the extracted data in a presentable manner. I was solely responsible for preparing and sending out bi-weekly market updates to various international, internal teams.

Greater Boston Area

I conducted around 60 calls per day informing potential clients of the services that my team provided and connecting them to a financial advisor

Greater Boston Area

I assisted two financial analysts of an 11-member team. I prepared materials for client meetings including marketing materials, portfolio optimizations and asset allocation forms. I assisted with fund and stock research that would meet clients' needs. I conducted research on prospective clients utilizing industry standard software and summarized the found.

Boston

As an intern in corporate accounting, I learned how to prepare journal entries, account reconciliations and month-end and quarter-end reports utilizing SAP general ledger software and Hyperion Essbase to extract necessary date. I assisted the senior financial analysts with budget forecast reports and internal and external audit requests. I also worked with.