investment operations team lead at meketa investment group@ Meketa Investment Group
Boston, Massachusetts, United States
Lisa Gerardi, MBA
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Bryant University
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Tell me more about Lisa Gerardi, MBA?
FlashIntel GPTLisa Gerardi is an Operations Associate at Siharum Advisors, LLC with 9.4 years of work experience. She has a diverse skill set including budgets, customer service, negotiation, strategic planning, fundraising, training, public speaking, small business, social networking, marketing, leadership, time management, and event management. Lisa has worked at Meketa Investment Group and Embrace Home Loans, gaining experience in finance and administrative assistance. She also has experience as a Member Services, Concierge at The Carnegie Abbey Club. Lisa is based in the United States.
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About
Operations Associate at Siharum Advisors, LLC
Work Experience
investment operations team lead at meketa investment group
Financial Services
Lisa Gerardi, MBA's Professional Milestones
- investment operations team lead at meketa investment group (2022-01-01~): Streamlined investment processes, optimizing efficiency and ensuring accuracy in financial reporting.
- Operations Associate (2017-05-01~): Streamlined operational processes, improving efficiency and reducing costs across the organization.
Education
Business Administration,
Management And Operations,
Strategic Leadership & Management
1609459200-1640995200Skill
Budgets
Customer Service
Microsoft Office
Negotiation
Strategic Planning
Fundraising
Training
Public Speaking
Small Business
Social Networking
Marketing
Leadership
Time Management
Microsoft Excel
Event Management
Powerpoint
Microsoft Word
Social Media
Microsoft Powerpoint
Certification
Colleagues
Michael Bell
Chief Executive Officer
Stephanie Sorg, CAIA
Senior Vice President Investment Consultant
Kellie Coonan
Managing Principal Chief Operating Officer
Nang D.
Vice President at Meketa Investment Group
Tammy Wood
Managing Principal Chief Marketing Officer
Other Named Lisa Gerardi, MBA
Frequently asked questions
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Lisa Gerardi, MBA works for Meketa Investment Group
Lisa Gerardi, MBA's role in Meketa Investment Group is investment operations team lead at meketa investment group
Lisa Gerardi, MBA works in the industry of Financial Services
Lisa Gerardi, MBA's colleagues are Michael Bell,Stephanie Sorg, CAIA,Kellie Coonan
Lisa Gerardi, MBA's latest job experience is investment operations team lead at meketa investment group at Meketa Investment Group
Lisa Gerardi, MBA's latest education in Bryant University
