RIA Relationship Manager at Loomis, Sayles & Company
Location:
Greater Boston Area
Industry:
Financial Services
Work:
Loomis, Sayles & Company - Boston, MA since Oct 2011
RIA Relationship Manager
Sapers & Wallack, Inc. Dec 2006 - Oct 2011
Senior Wealth Advisor
Hollister, Inc 2005 - 2006
Senior Financial Recruiter
Deutsche Morgan Grenfell 1995 - 1998
Equity Research Consultant
Harvard Management Company 1982 - 1995
Senior Equity Analyst
Education:
Northeastern University - Graduate School of Business Administration 1986 - 1988
MBA, Finance
Indiana University of Pennsylvania 1976 - 1980
BA, Criminology and Psychology
Skills:
Investments Investment Management Portfolio Management Asset Allocation Financial Modeling Mutual Funds Investment Strategies Retirement Planning Valuation Financial Services Equity Research Trading Asset Managment Alternative Investments Series 7 Fixed Income
Neotys Waltham, MA Aug 2014 to Jan 2015 Product Marketing SpecialistGreater Boston Boston, MA Jun 2009 to Aug 2014 Freelance Marketing and Market Research ConsultantGreater Boston Somerville, MA Aug 2012 to Nov 2013 Founder and CEOGreater Boston Boston, MA Jun 2009 to Aug 2012 Marketing Manager
Education:
North Carolina State University Raleigh, NC May 2009 B.S. in Biological SciencesHarvard University Cambridge, MA MLA in ManagementUniversity Honors Program
2006 to 2000 Senior Wealth AdvisorHollister Boston, MA 2005 to 2006 Senior Investment Management ConsultantLollipop Kids LLC Medfield, MA 1998 to 2005 Owner, Children's Clothing StoreDeutsche Morgan Grenfell Boston, MA 1995 to 1998 Equity Research ConsultantHarvard Management Company
1988 to 1995 Senior Equity Analyst, Consumer SectorHarvard Management Company Boston, MA 1982 to 1995Harvard Management Company
1986 to 1988 Senior Portfolio ControllerHarvard Management Company
1982 to 1986 Account Controller
Education:
Northeastern University Boston, MA MBA in Finance and MarketingIndiana University of Pennsylvania Indiana, PA BA in Criminology and PsychologyBoston University Boston, MA
Skills:
Proficient in Microsoft Office, Excell, Powerpoint, Morningstar
Googleplus
Lisa Falcone
Lisa Falcone
Lisa Falcone
Lived:
Boston, ma
Work:
Finance - Wealth manager
Lisa Falcone
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