Lisa Masten

Asset and Wealth Managment Consulting - North America at Cutter Associates

Role
Principal at Cutter Associates
Location
Sacramento, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Lisa Masten

Implementations / Global Leadership / Partner Management • 20 years experience in…

Experience

  1. Principal

    Cutter Associates

    May 2025 — Present · Sacramento, CA, US

    Cutter Associates offers consulting services focused on operations and technology for asset and wealth managers, owners, and servicers. • Build and maintain strong relationships with clients and vendors to ensure projects are delivered efficiently and effectively following best practices, leaving clients with a productive operating model.• Assess and design operating model strategies for operations and technology organizations that encompass the unique requirements and culture of the organization.

Education

  • North Central College

    BA, Finance and Computer Science

    2001

Skills

  • Management
  • Requirements Analysis
  • Project Management
  • Business Analysis
  • Equities
  • Vendor Management
  • Fixed Income
  • Requirements Gathering
  • Leadership
  • Asset Managment
  • Business Process Improvement
  • Derivatives
  • Asset Management
  • Sdlc
  • Trading Systems
  • Portfolio Management
  • Back Office
  • Integration
  • Investments
  • Investment Management
  • Financial Services

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