Lisa Merritt
Executive Director at JP Morgan Private Bank
- Role
- Executive Director at J.P. Morgan
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Executive Director
Jan 1996 — Present
Education
Arizona State University
BA, Public Relations Communication
1979 — 1982
Skills
- Strategic Planning
- Financial Analysis
- Mortgage Lending
- Alternative Investments
- Asset Managment
- Leadership
- Wealth Management
- Asset Management
- Portfolio Management
- Loans
- Investments
- Public Relations
- Family Office
- Asset Allocation
- Risk Management
- Wealth Management Services
- Management
- High Net Worth Individuals
- Financial Services
- Securities
- Estate Planning
- Public Speaking
- Finance
- Financial Advisory
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