Lisa Gobell
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Kaplan Business School
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FlashIntel GPT
Tell me more about Lisa Gobell?
FlashIntel GPTLisa Gobell is a highly experienced professional with 15.6 years of work experience in the private wealth industry. Based in the United Kingdom, she specializes in investment strategies, advisory, asset allocation, and investment management. Lisa is passionate about simplifying, protecting, and growing their wealth to meet their financial and non-financial goals. She thrives with complex families and works with internal and external experts to deliver client-centric solutions. Lisa is also interested in philanthropy and the education of the next-generation wealth owners. She values personal relationships, developing trust, and loyalty to her clients.
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About
My passion lies within the private wealth industry, assisting families and individuals simplify, protect and grow their wealth to meet both their financial and non-financial goals. I thrive with the challenges of larger and more complex families, working with internal and external experts to deliver client-centric solutions. I have interests in philanthropy and the education of the next-generation of wealth owners. I pride myself of bringing a personal approach to the relationships I build, developing the trust and loyalty a family requires when discussing their private affairs.
...See MoreWork Experience
Head Of Business Support
Business Consulting and Services
Lisa Gobell's Professional Milestones
- Head Of Business Support (2017-08-01~): Streamlined operations and enhanced efficiency through streamlined processes and innovative solutions.
- Tutoring In Microeconomics And Macroeconomics (2008-03-01~2010-11-01): Publishing groundbreaking research to advance our understanding of microeconomics and macroeconomics concepts.
Education
Skill
Investment Strategies
Investment Advisory
Asset Allocation
Investment Management
Asset Management
Investments
Portfolio Management
Wealth Management
Strategic Financial Planning
Equities
Alternative Investments
Volunteering
Financial Planning
Financial Services
Leadership
Certification
Colleagues
Richard Carter
Head Of Change Programme | Transformation Consultant
Richard Carter
i deliver portfolios of technology enabled programmes projects that include people and process changes to deliver business value head of change programme director transformation consultant
James O'Sullivan
Chief Executive Officer
Nick Cains
Programme Director
Terry Holland
Chief Executive Officer
Other Named Lisa Gobell
Frequently asked questions
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Lisa Gobell works for Project One
Lisa Gobell's role in Project One is Head Of Business Support
Lisa Gobell works in the industry of Business Consulting and Services
Lisa Gobell's colleagues are Richard Carter,Richard Carter,James O'Sullivan
Lisa Gobell's latest job experience is Head Of Business Support at Project One
Lisa Gobell's latest education in Kaplan Business School
