“It’s never too late to be what you might have been.” — George Eliot
Biography:
As the Director of Partnerships, Lisa’s focus is engaging with prospective affiliate bankers, sharing the benefits of GT Securities and discussing ways in which leveraging our firm resources and partaking in a collaborative partnership will aid in scaling the independent banker’s practice for their greater success.
With a 20+ year history in recruitment and business development, Lisa has significant client experience within the financial services space, particularly as it relates to buy- and sell-side M&A advisory, SPV, PIPE and other financial instruments.
A proud Sun Devil, Lisa received Bachelor’s degrees in Psychology and Sociology from Arizona State University.
Lisa, a native of Phoenix, loves warm weather, saguaro cacti and amazing sunsets. She is an avid hiker, enjoys traveling and exploring new restaurants.
CliftonStrengths™:
Arranger, Achiever, Learner, Belief, Relator
Values:
Integrity, Authenticity, Kindness, Helpfulness, Patience