executive vice president southeast region executive pnc private bank@ PNC
Tampa, Florida, United States
Lisa Simington, CFP
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University of Florida
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Tell me more about Lisa Simington, CFP?
FlashIntel GPTLisa Simington is a highly experienced wealth management professional with 35.8 years of work experience. She has a strong background in investments, portfolio management, and financial planning. Lisa has held various leadership positions in reputable companies such as PNC, BNY Mellon Wealth Management, Goldman Sachs, Wells Fargo, and PNC. She is known for her expertise in helping families build successful financial futures and is a Senior Leader in the field. Lisa is based in Tampa, Florida.
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About
Senior executive in financial services with solid and diversified experience in several lines of business including Wealth and Investment Management, Commercial Banking and Risk Management. Demonstrated ability to manage lines of businesses and sales teams across multiple geographies and reporting environments.
Work Experience
executive vice president southeast region executive pnc private bank
executive vice president head of florida region pnc private bank
Executive Vice President | Head Of Wealth Management | Hawthorn Family Office | Florida Region
evp southeast region executive pnc private bank pnc
Financial Services
Lisa Simington, CFP's Professional Milestones
- Executive Vice President | Head Of Wealth Management | Hawthorn Family Office | Florida Region (2020-04-01~): Streamlined assets to maximize returns and optimize business operations for Hawthorn Family Office.
- SVP, Head Of Wealth Management, Georgia (1988-01-01~2006-01-01): Maximized wealth management strategies to achieve financial stability and increase profitability in the Georgia region.
Education
Skill
Wealth Management
Investments
Portfolio Management
Wealth Management Services
Banking
Private Banking
Financial Services
Investment Management
Securities
Financial Planning
Wealth
Risk Management
Investment Banking
Private Equity
Asset Managment
Strategic Financial Planning
Asset Management
Estate Planning
Loans
Mutual Funds
Asset Allocation
Alternative Investments
High Net Worth Individuals
Series 7
Credit
Leadership
Equities
Family Office
Capital Markets
Commercial Banking
Financial Advisory
Investment Advisory
Investment Strategies
Fixed Income
Retirement Planning
Hedge Funds
Bonds
Credit Analysis
Insurance
Series 63
Certification
Colleagues
Kate Deater
Product Owner
Steven Cornell
Product Owner | Product Manager | Program Manager | Project Manager | Strategy Manager | Business Architect
Catherine Price
Product Owner
Nicole Provenzano
Business Analyst Advisor | Product Owner | Associate Vice President | Chief Product Officer
alfian afrizal
Business Owner
Other Named Lisa Simington, CFP
Frequently asked questions
We found 3 Lisa Simington, CFP's email addresses
We found 3 Lisa Simington, CFP's phone numbers
Lisa Simington, CFP works for PNC
Lisa Simington, CFP's role in PNC is executive vice president southeast region executive pnc private bank
Lisa Simington, CFP works in the industry of Financial Services
Lisa Simington, CFP's colleagues are Kate Deater,Steven Cornell,Catherine Price
Lisa Simington, CFP's latest job experience is executive vice president southeast region executive pnc private bank at PNC
Lisa Simington, CFP's latest education in University of Florida
