Lisa Kolbasowski
Advisor Development Program Market Leader
- Role
- Adp Market Leader, Vice President at Merrill Lynch
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Lisa Kolbasowski
Passionate Financial Services Leader with over 25 years of experience at Merrill Lynch…
Experience
Adp Market Leader, Vice President
Jun 2004 — Present
Skills
- Performance Improvement
- Investments
- Collaboration
- Asset Management
- Financial Services
- Series 63
- Retirement
- Portfolio Management
- Wealth Management
- Investment Advisory
- Uniform Combined State Law
- Sales Management Coaching
- Relationship Management
- Securities
- Mutual Funds
- Asset Allocation
- Retirement Planning
- Wealth Management Services
- Series 7
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