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

  1. Senior Vice President

    U.S. Trust

    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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Lisa Behun — Senior Vice President at U.S. Trust in San Diego County, CA, US | Unifers