Chief Operating Officer
Current
Sep 2020 - Present
AeroLeads people directory · profile
Lisa Rosenthal Email & Phone Number
Chief Operating Officer
at
Leading Edge Financial Planning
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Operating Officer
Location
Greater Milwaukee, United States
Who is Lisa Rosenthal? Overview
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Quick answer
Lisa Rosenthal is listed as Chief Operating Officer at Leading Edge Financial Planning, based in Greater Milwaukee, United States. AeroLeads shows a matched LinkedIn profile for Lisa Rosenthal.
Lisa Rosenthal previously worked as Head Of Business Development at Leading Edge Financial Planning and Owner at Rosenthal Small Business Assistance. Lisa Rosenthal holds Bachelor Of Science (B.S.), - Business Administration, Operations Management, And Marketing Communications from University Of Colorado Boulder.
Company email context
Email format at Leading Edge Financial Planning
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Leading Edge Financial Planning
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Profile bio
About Lisa Rosenthal
Lisa Rosenthal is the driving force behind Leading Edge's operations. With a BSBA in Business Management from the University of Colorado, Lisa brings a wealth of experience. She is known for her knack for organization, relentless process improvement and an unwavering love for all things data, especially spreadsheets. Her dedication to operational excellence ensures the seamless functioning of Leading Edge Financial Planning and the financial well-being of their clients.
Current workplace
Lisa Rosenthal's current company
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9 roles · 32 years
Lisa Rosenthal work experience
A career timeline built from the work history available for this profile.
Head Of Business Development
Oct 2017 - Sep 2020
Owner
Rosenthal Small Business Assistance
I help business owners simply their life by providing strategic support across all aspects of business, utilizing extensive project management and process improvement experience.
Sep 2006 - Sep 2017
Contractor Relations Specialist (Hr)
Eastridge Infotech
2003 - 2006
~3 yrs
Human Resources Generalist
2002 - 2003
~1 yr
Human Resources Administrator
Solutia Inc.
2001 - 2002
~1 yr
Marketing Associate
2000 - 2001
~1 yr
Executive Assistant, Marketing And Sales Support
1997 - 2000
~3 yrs
Office Manager, Sales Assistant
Ethan Allen Home Interiors
1995 - 1997
~2 yrs
1 education record
Lisa Rosenthal education
-
University Of Colorado Boulder
FAQ
Frequently asked questions about Lisa Rosenthal
Quick answers generated from the profile data available on this page.
What company does Lisa Rosenthal work for?
Lisa Rosenthal works for Leading Edge Financial Planning.
What is Lisa Rosenthal's role at Leading Edge Financial Planning?
Lisa Rosenthal is listed as Chief Operating Officer at Leading Edge Financial Planning.
Where is Lisa Rosenthal based?
Lisa Rosenthal is based in Greater Milwaukee, United States while working with Leading Edge Financial Planning.
What companies has Lisa Rosenthal worked for?
Lisa Rosenthal has worked for Leading Edge Financial Planning, Rosenthal Small Business Assistance, Eastridge Infotech, General Atomics, and Solutia Inc..
How can I contact Lisa Rosenthal?
You can use AeroLeads to view verified contact signals for Lisa Rosenthal at Leading Edge Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Lisa Rosenthal attend?
Lisa Rosenthal holds Bachelor Of Science (B.S.), - Business Administration, Operations Management, And Marketing Communications from University Of Colorado Boulder.
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