Lisa Caselli
Client Service Associate Operations
- Role
- Client Service Associate Operations at Panoramic Capital Partners
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Lisa Caselli
I am a prime brokerage operations professional with 13+ years of experience, specializing…
Experience
Client Service Associate Operations
Oct 2024 — Present · Lake Oswego, OR, US
website: panoramiccp.com
Education
W. P. Carey School of Business, Arizona State University
Bachelor of Science (BS), Finance
2008 — 2010
Arizona State University
Bachelor's degree, Finance, General
2008 — 2010
Skills
- Financial Modeling
- Financial Analysis
- Fixed Income
- Management
- Relationship Management
- Microsoft Excel
- Economics
- Equities
- Data Analysis
- Investment Banking
- Investments
- Teamwork
- Risk Management
- Finance
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