Lisa Behun
Senior Vice President, Private Client Advisor, US Trust Private Wealth Management
- Role
- Senior Vice President at U.S. Trust
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Senior Vice President
Present
Education
University of North Dakota
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Wharton School
Investment Management & Finance Executive Program, Finance and Financial Management Services
2009 — 2009
Skills
- Financial Analysis
- Leadership
- Public Speaking
- Management
- Microsoft Office
- Program Management
- New Business Development
- Marketing
- Strategic Planning
- Marketing Strategy
- Customer Service
- Portfolio Management
- Investments
- Banking
- Risk Management
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