Lisa Wiese
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Lisa Wiese Email & Phone Number

Co-Founder & CEO at Wescom Solutions at WESCOM Solutions
Location: Yorba Linda, California, United States 10 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Co-Founder & CEO at Wescom Solutions
Location
Yorba Linda, California, United States

Who is Lisa Wiese? Overview

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Quick answer

Lisa Wiese is listed as Co-Founder & CEO at Wescom Solutions at WESCOM Solutions, based in Yorba Linda, California, United States. AeroLeads shows a matched LinkedIn profile for Lisa Wiese.

Lisa Wiese previously worked as Co-Founder at Wescom Solutions and Senior Vice President, Investment Counselor at Citi. Lisa Wiese holds Bachelor'S Degree, Finance, General from Northeastern University.

Company email context

Email format at WESCOM Solutions

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WESCOM Solutions

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Profile bio

About Lisa Wiese

Lisa Wiese is a Co-Founder & CEO at Wescom Solutions at WESCOM Solutions. She is proficient in Spanish and French.

Current workplace

Lisa Wiese's current company

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WESCOM Solutions
Wescom Solutions
Co-Founder & CEO at Wescom Solutions
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10 roles

Lisa Wiese work experience

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Co-Founder

Current

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.

Jan 2023 - Present

Senior Vice President, Investment Counselor

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.

Sep 2021 - Apr 2022

Vice President, Investment Associate

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.

Jan 2020 - Sep 2021

Assistant Vice President, Investment Associate

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.

May 2017 - Jan 2020

Us Debt Capital Markets Associate

Greater New York City Area

Nov 2016 - Apr 2017

Us Debt Capital Markets Analyst

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.

Jan 2015 - Oct 2016

Debt Capital Markets And Risk Solutions Co-Op

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.

Jan 2014 - Jun 2014

Wealth Management Intern

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

Oct 2013 - Dec 2013

Private Wealth Management Co-Op

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.

Jan 2013 - Jun 2013

Accounting Co-Op

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.

Jan 2012 - Jun 2012
1 education record

Lisa Wiese education

FAQ

Frequently asked questions about Lisa Wiese

Quick answers generated from the profile data available on this page.

What company does Lisa Wiese work for?

Lisa Wiese works for WESCOM Solutions.

What is Lisa Wiese's role at WESCOM Solutions?

Lisa Wiese is listed as Co-Founder & CEO at Wescom Solutions at WESCOM Solutions.

Where is Lisa Wiese based?

Lisa Wiese is based in Yorba Linda, California, United States while working with WESCOM Solutions.

What companies has Lisa Wiese worked for?

Lisa Wiese has worked for Wescom Solutions, Citi, Scotiabank, John Hancock Financial Services, and Goldman Sachs.

How can I contact Lisa Wiese?

You can use AeroLeads to view verified contact signals for Lisa Wiese at WESCOM Solutions, including work email, phone, and LinkedIn data when available.

What schools did Lisa Wiese attend?

Lisa Wiese holds Bachelor'S Degree, Finance, General from Northeastern University.

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