Lisa Petrie

Managing Director Evolution Financial Group. VP - CRO @ VR Asset Management | VP - CRO @ Insurance Accelerator. Financial Advisor National Life Group

Role
Managing Director at Evolution Financial Group
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Lisa Petrie

With 30 years of experience I have successfully navigated the ever-changing landscape of…

Experience

  1. Managing Director

    Evolution Financial Group

    Mar 2025 — Present

Skills

  • Public Speaking
  • Powerpoint
  • Microsoft Excel
  • Financial Planning
  • Event Planning
  • Team Building
  • Management
  • Health Insurance
  • Microsoft Office
  • Sales
  • Microsoft Word
  • Term Life Insurance
  • Insurance
  • Social Networking
  • Customer Service
  • Fixed Annuities
  • Social Media
  • Leadership
  • Sales Management
  • Strategic Planning
  • Life Insurance
  • Finance
  • Retirement Planning

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Lisa Petrie — Managing Director at Evolution Financial Group in Philadelphia, PA, US | Unifers