Lisa Curran

Chief Administrative Officer

Name variants:
Alice Curran, Elisa Curran, Elizabeth Curran, Melissa Curran
Last updated Jun 03, 2024

Contact Information

Last Update
Jul 10, 2022
Email
cu**@yahoo.com
Location
Denver, CO

Workplace

EQIS - Reinventing Wealth Management
Chief Administrative Officer

San Rafael, CA

Industry

Financial Services

Work History

Chief Administrative Officer

1000 4Th St SUITE 650, San Rafael, CA 94901
from Dec 2017

Business Consultant

Jun 2017 — Dec 2017

Executive Vice President, Operations and Administration and Chief Technology Officer

152 3Rd Ave south SUITE 202, Edmonds, WA 98020
Aug 2016 — Jun 2017

Information Technology Management Consultant

Apr 2016 — Aug 2016

Assistant Vice President

Dec 2012 — Apr 2016

Business Consultant

Jan 2012 — Dec 2012

Manager of Program Operations, Animal-Assisted Therapy

2009 — 2012

Corporate Trainer and Mortgage and Business Consultant

Strategic mortgage and financial consulting for homeowners and investors, and small-business owners. Business Consulting services include: corporate training, management consulting, business...
2007 — 2009

Vice President - Director of Technology and Compliance Officer

Sep 2005 — Aug 2007

Senior Mortgage Consultant

2002 — 2007

Administrative Manager

2 Harrison St #180, San Francisco, CA 94105
1998 — 2002

Administrative Manager

1996 — 1998

Occupations

Executive
Chief Administrative Officer
Accountant
Finance and Accounting Specialist
Business Consultant
Chief Executive
Accounting Bookkeeper
Bookkeeper
Advisor

Skills

Business Development
Loans
Mortgage Lending
Process Improvement
Financial Analysis
Team Building
Strategy
Mortgage Banking
Entrepreneurship
Coaching
Program Management
Fundraising
Microsoft Office
Technical Writing
Management Consulting
Training
Social Media
Microsoft Excel
Marketing
Customer Service
Public Speaking
Grants
Project Management
Management
Business Process Improvement
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