Name variants:
Alice Watchmaker,
Elisa Watchmaker,
Elizabeth Watchmaker,
Melissa Watchmaker
Last updated Jun 01, 2024
Contact Information
Workplace
Senior Fiduciary Officer at Winslow Wealth Management Llc
Boston, MA
Industry
Financial Services, Security Broker/Dealer Management Consulting Services, Financial Advisor, Investment Banking & Securities Dealing
Colleagues
Work History
Senior Fiduciary Officer at Winslow Wealth Management Llc
175 Federal St, Boston, MA 02110
Reviewing trusts and estate plans
Preparing materials for clients meetings and presenting them to clients
Performing administrative functions for trusts, retirement and investment managem...
from Jun 2016
Trust Administrative Associate
10 Post Office Sq, Boston, MA 02109
Assist in the administration of trust and planned giving accounts
Daily account transaction oversight
Prepare correspondence and reports
Facilitate the discretionary review process
Impl...
2015 — 2016
Contract Investment Reporting Analyst
280 Congress Street Brg, Boston, MA 02210
Short-term assignment on the Firm Team in the Global Relationship Group-Client & Prospect Communications. Responsibilities include:
Articulated knowledge of the Firm, both qualitative and ...
2014 — 2015
Education
Occupations
Lawyer
Fiduciary
Executive
Chief Administrative Officer
Accountant
Finance and Accounting Specialist
Administrative Associate
Trust Law Attorney
Lawyer
Chief Executive
Accounting Bookkeeper
Bookkeeper
Administrative Clerk
Clerical Specialist
Skills
Portfolio Management
Investments
Wealth Management
Financial Services
Private Banking
Mergers and Acquisitions
Due Diligence
Financial Advisory
Securities
Personal Trust Administration
Investment Management
Asset Management
Equities
Trust Services
Fiduciary Services
Procedure Review
FAQs about Lisa Watchmaker
What is the main profession of Lisa Watchmaker?
Lisa is a Senior Fiduciary Officer at Winslow Wealth Management Llc.
What jobs is Lisa Watchmaker a professional at?
Lisa is a professional such jobs as Lawyer and Fiduciary.
Where does Lisa Watchmaker live?
Boston, Massachusetts is the place where Lisa Watchmaker currently lives
Where did Lisa Watchmaker work?
Lisa Watchmaker worked at Winslow, Evans & Crocker, Private.
What education does Lisa Watchmaker have?
Lisa studied at the Suffolk University from 1984 to 1988.
Are there any professional industries, that Lisa Watchmaker works in?
Lisa works in Financial Services industry.
Are there any special skills Lisa Watchmaker has?
Lisa Watchmaker has skills in the following areas: Portfolio Management, Investments, Wealth Management, Financial Services, Private Banking, Mergers and Acquisitions, Due Diligence, and Financial Advisory.