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
Managing Director
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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