Assistant Vice President | Operations Manager | Senior Investment Analyst@ Callan + Associates
Atlanta, Georgia, United States
Lisa Pickelsimer
GET FULL PROFILE 
Kennesaw State University
Real-Time AI Research
FlashIntel GPT
Tell me more about Lisa Pickelsimer?
FlashIntel GPTLisa Pickelsimer is a results-oriented professional with over 25 years of experience in investment program analysis, new business development, operations, and project management. She has a proven record of success in client service, sales, and marketing. Lisa has worked at Callan + Associates in Australia as Assistant Vice President and Operations Manager, as well as at Equifax in the United States as a Sales Representative. She also has experience at Merrill Lynch as a Registered Sales Associate. Lisa is based in the United States.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Results-oriented professional bringing over 25 year of experience in investment program analysis, new business development, operations and project management. Proven record of success in client service, sales and marketing.
Work Experience
Assistant Vice President | Operations Manager | Senior Investment Analyst
Senior Investment Analyst
Business Consulting and Services
Lisa Pickelsimer's Professional Milestones
- Assistant Vice President | Operations Manager | Senior Investment Analyst (2006-01-01~): Streamlined business processes, maximizing efficiency and ensuring compliance with international investment regulations.
- Senior Investment Analyst (2000-01-01~2006-01-01): Successfully executed various investment strategies, resulting in positive returns and increased market value.
Education
Humanities,
Psychology,
Social Sciences,
Bachelors,
Bachelor Of Science
1987Skill
Investments
Business Development
Management
Training
Marketing
Asset Allocation
Sales
Leadership
Cross Functional Team Leadership
Alternative Investments
Project Management
Relationship Management
Financial Services
Account Management
New Business Development
Marketing Strategy
Mutual Funds
Salesforce.com
B2b
Operations Management
Rfp Generation
Government Proposals
Client Service
Defined Contribution
Defined Benefit
Certification
Colleagues
Jennifer Gallo
Senior Vice President
Uvan Tseng, CFA
Senior Vice President | Fund Sponsor Consulting
Thomas Shingler
Senior Vice President | Fund Sponsor Consultant | Shareholder
John Mclaughlin
Vice President
Jennifer Coons
Assistant Vice President
Other Named Lisa Pickelsimer
Frequently asked questions
We found 2 Lisa Pickelsimer's email addresses
Lisa Pickelsimer's social media include: Linkedin,
Lisa Pickelsimer works for Callan + Associates
Lisa Pickelsimer's role in Callan + Associates is Assistant Vice President | Operations Manager | Senior Investment Analyst
Lisa Pickelsimer works in the industry of Business Consulting and Services
Lisa Pickelsimer's colleagues are Jennifer Gallo,Uvan Tseng, CFA,Thomas Shingler
Lisa Pickelsimer's latest job experience is Assistant Vice President | Operations Manager | Senior Investment Analyst at Callan + Associates
Lisa Pickelsimer's latest education in Kennesaw State University
