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 become one of the leading firms in its industry by providing outstanding customer service while prioritizing safety and quality

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 provide them with customer service that went above and beyond their needs. I prepared investment solutions that were customized to each client’s specific needs. Investment portfolios consisted primarily of traditional investment managers and were complemented with alternative investments and structured solutions to achieve the desired risk adjusted return. I worked closely with internal product partners to ensure a smooth investment implementation process for the client.

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 sitting in on client meetings and was soon able to pitch single investment ideas. After a few months, I was able to lead an entire client meeting on my own and was given the opportunity to solely manage my first few clients. Additionally, I led the Next Gen education effort on our team and conducted several investment teach-ins with multi-generational families.A big focus on our team was the structured solutions business, launching a new note on a bi-weekly basis. I explained, pitched and executed over 3000 structured notes order.

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 unsolicited trade orders and assisted with bulk and complex trade orders together with our trading desk.

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 of the company and international clients. I also assisted with the preparation of client materials and communicating with the syndicate desk to ask for necessary information.I developed a deep understanding of and priced a variety of derivative products including swaps, t-locks, caps and floors and swaptions. I assisted in preparing power points to educated clients on the derivative products and compare them to other financing options.

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 information in a concise manner to be presented to the directors of the team.

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 the sales team to compile daily sales data reports and was solely responsible to ensure that all data was extracted correctly and then sent out to the relevant teams in the company.