Lisa Nelson Ireton
Relationship Manager | Project Manager | Strategic Marketing Leader | Brand Builder
- Role
- Senior Client Service Associate at Cogent Private Wealth
- Location
- Winter Park, FL, US
- LinkedIn followers
- 500 followers
About Lisa Nelson Ireton
Growth-driven sales and marketing leader with over 20+ years of success driving revenue…
Experience
Senior Client Service Associate
Sep 2025 — Present · Orlando, FL, US
Cogent Private Wealth is an innovative boutique advisory firm offering comprehensive financial planning and investment management services. Our team will work with you to gain a deep understanding of your goals and lifestyle. That knowledge helps us build and implement personalized plans encompassing the full spectrum of financial planning concepts, including income and retirement planning, tax planning, estate planning, investment management, insurance, education planning, and business ownership.
Education
Mercer University
Communications/Broadcasting/English
Skills
- Online Marketing
- Strategic Planning
- Business Development
- Digital Marketing
- Advertising
- Internet Strategy
- Online Advertising
- Strategy
- Educational Consulting
- Leadership
- Advertising Management
- Social Media Marketing
- Strategic Communications
- Event Planning
- Educational Technology
- Brand Management
- Marketing Strategy
- New Business Development
- Marketing
- Public Relations
- Business Strategy
- Digital Media
- Ppc
- Integrated Marketing
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