Lisa brings a strong financial background culminated by years of experience working in large banks both internally in Corporate Finance roles as well as Commercial Banking sales. She utilizes her 25+ years of experience and relationship building to partner with her clients at Sentinel to develop risk management solutions that best meet their needs, while providing exceptional customer service.
Through both her banking and risk management tenure, Lisa has earned the respect of being a trusted advisor to her clients, often driving them to become more intentional about elevating their success. This partnership allows her to provide appropriate risk management strategies and solutions to best protect her clients. Throughout her career, Lisa has been dedicated to serving her community through volunteer work and board services.
The University of North Carolina at Greensboro
B.S., Finance and Economics
Goldey Beacom College
Boards & Memberships
Certified Treasury Professional (CTP)
Dress for Success Triangle: Board of Directors, Treasurer, Finance Committee Chair, Executive Committee
Triangle Commercial Real Estate Women (TCREW) Membership Committee
Triangle Commercial Real Estate Women (TCREW) Former Board Director & Treasurer
Commercial Real Estate Women (CREW) Network, Former Finance Committee Member
Triangle Family Services: Former Board Director, Executive Committee, Treasurer, Secretary, Finance Committee
Wake STEM Early College High School, Former Business Advisory Board, Treasurer
Inter-Faith Food Shuttle, Former Associate Board Member
Leadership Raleigh Alumni Association
Raleigh Chamber: Former EDGE6, FDI Committee, Economic Development Soft Landing Committee, Existing Business Retention and Expansion Committee