Since 2009, Lisa M Kitchin has been working in Progressive Asset Management. This professional is a competent Socially Responsible Investment Advisory with over three years of work experience. According to Lisa's resume and work profile, the professional has worked at more than four places with diverse backgrounds and gained different skills. Lisa attended school at the University of California, Berkeley from 2010 to 2012. Lisa M Kitchin can be found in San Francisco, California – where this professional is currently located. You can search for this expert's phone and email. We can also provide you with detailed contact information upon request.
Name variants:
Alice Kitchin,
Elisa Kitchin,
Elizabeth Kitchin,
Melissa Kitchin
Last updated Jun 02, 2024
Contact Information
Last Update
Jun 23, 2022
Email
li**@verizon.net
Location
San Francisco, CA
Workplace
Socially Responsible Investment Advisory
Industry
Financial Services
Colleagues
Work History
Socially Responsible Investment Advisory
Conducted ESG (Environmental, Social, and Governance) research for RIA specializing in socially responsible investing. Facilitated private placement investments for Fair Trade Coffee co-ops ...
Jun 2009 — Nov 2010
Vice President and Wealth Manager
111 Pine St, San Francisco, CA 94111
Portfolio Management, Financial Planning, and research coverage of Technology and Energy sectors. Spearheading ESG (Environmental, Social, and Governance) options for clients interested in S...
from Nov 2010
Accounting Operations
2017 Mission St SUITE 301, San Francisco, CA 94110
Developed accounting and invoicing system for a start-up social enterprise; managed financials of both domestic and international operations
2009 — 2010
Research Intern
220 Montgomery St, San Francisco, CA 94129
Spearheaded research on energy-saving technologies for Fortune 500 company manufacturing operations in China
Dec 2008 — Feb 2009
Education
2010 — 2012
2000 — 2004
Occupations
Executive
Vice President
Manager
Chief Executive
Operations Manager
Skills
Corporate Social Responsibility
Social Enterprise
Research
Microfinance
Social Entrepreneurship
Project Management
Non Profits