Lisa has over twenty-five years of experience in financial services, insurance and consulting in the areas of securities, fixed income, investment portfolio management, risk management and client relationships.
Prior to joining BGI, Lisa was a consultant to Ultra Lighting, a Commerce, California based utility consultant. In that capacity, she advised and implemented energy savings technology in order to reduce energy consumption. She inspected properties, interviewed facility engineers, and evaluated corporate growth to determine the most appropriate plan to pursue upgrades in lighting through utility company, Southern California Edison.
Before that, Lisa was an Assistant Vice President- Client Executive and Sales Professional for the Marsh and McLennan Companies in Los Angeles. As a client executive, she had direct responsibility for providing insurance program management, risk consulting, and insurance brokering to clients from various industries. She created client-specific business plans in conjunction with colleagues to ensure that growth, retention and strategic goals were met.
Before that, Lisa worked for the insurance giant, American International Group, and their Premium Finance company AI Credit. Lisa managed client expansion and retention for a large territory in the greater Los Angeles area where she worked closely with risk managers and their teams from brokerage firms.
In her career, she possessed the Series 7, Series 63, Property and Casualty, and Life and Disability Licenses as well as the Associate in Risk Management designation. She has been active in the community including the Pasadena Children's Guild, The Junior League of Pasadena and the City of Hope Women in Business Chapter. Lisa earned her BA in Economics at the University of California, Santa Barbara.