Backed with more than 25 years in the financial services industry, Lisa serves as a Client Executive in our Raleigh office and brings a depth of expertise in risk management, business development, and strategic planning. Lisa spent the majority of her banking career at national financial institutions working internally in various financial roles within Corporate Finance and Treasury before moving over to the Commercial Banking Sales side. She has facilitated and participated in acquisitions, syndications, and partner buyouts.
Lisa is driven by a passion for helping companies propel growth. She has a proven track record of long-term relationship building and helping her clients become more intentional about elevating their success.
The University of North Carolina at Greensboro
B.S., Finance and Economics
Goldey Beacom College
Boards & Memberships
Certified Treasury Professional (CTP)