We found the following information about Lisa Bader Rosenthal at Mcdonald Partners, where the professional has worked as a Director of Financial Planning and Financial Advisor since 2017. Lisa's total work experience is over 21 years, during which time Lisa Bader Rosenthal had at least five jobs at different companies to develop professional skills. Lisa studied at the Weatherhead School of Management at Case Western Reserve University from 1997 to 2000. This professional received the following certifications: Cfa and Certified Financial Planner (Cfp). Lisa Bader Rosenthal currently is located in Twinsburg, Ohio. You can contact with Lisa by looking for phone or email or get additional information by requesting access to Lisa Bader Rosenthal's further details from SoftwareOfficial.
Name variants:
Alice Rosenthal,
Elisa Rosenthal,
Elizabeth Rosenthal,
Melissa Rosenthal
Last updated Jun 03, 2024
Contact Information
Last Update
Jul 9, 2022
Email
li**@victoryconnect.com
Location
Twinsburg, OH
Company
Workplace
Director of Financial Planning and Financial Advisor
Cleveland, OH
Industry
Financial Services
Colleagues
Work History
Director of Financial Planning and Financial Advisor
1301 east 9Th St SUITE 3700, Cleveland, OH 44114
Providing financial planning and solutions to institutional and high net worth clients
from Oct 2017
Financial Advisor
1585 Broadway, New York, NY 10003
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm's reputation for ...
Dec 1, 2015 — Oct 2017
Relationship Manager - Taft Hartley and Public Funds
15935 La Cantera Pkwy, San Antonio, TX 78256
Oct 2007 — Dec 2015
Education
Occupations
Executive
Director
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Leader
Guide
Operations Manager
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Managers
Tour Guide
Skills
Investments
Asset Management
Portfolio Management
FAQs about Lisa Bader Rosenthal
What's the main profession of Lisa Bader Rosenthal?
Lisa is a Director of Financial Planning.
What are the profession of The professional?
These person's professions are Executive and Director
Where does Lisa Bader Rosenthal live?
Twinsburg, Ohio is the place where Lisa Bader Rosenthal currently lives
What is the expert's email?
Lisa's email is li**@victoryconnect.com.
How many companies did Lisa Bader Rosenthal work at?
Lisa Bader Rosenthal worked at five jobs.
Where has Lisa Bader Rosenthal studied?
Lisa studied at the Weatherhead School of Management at Case Western Reserve University from 1997 to 2000.
Are there any professional certifications Lisa Bader Rosenthal has?
This professional received the following certifications: Cfa and Certified Financial Planner (Cfp).
Are there any professional industries Lisa Bader Rosenthal is connected to?
This person works in Financial Services industry.