Lisa Monaco Fleming

Lisa Monaco Fleming, CFA has a diverse work experience spanning over two decades. Lisa started their career as a Senior Consultant at Arthur Andersen Business Consulting, where they worked on projects focused on process improvement, merger integration, software implementation, internal audit, and strategy development. Lisa then joined Morgan Stanley as a Vice President, Equity Research Analyst, covering various publishing and information services companies and providing financial forecasts and research to institutional equity investors.

After that, Lisa worked at MSCI Inc. as the Global Head of Financial Planning and Analysis, leading a team in the corporate strategic finance function. Lisa was responsible for directing financial planning processes, facilitating operational decisions of executive management and the Board of Directors, establishing a capital allocation framework, and managing mergers and acquisitions analysis and integration. Lisa later became the Business Unit CFO for the Analytics Business at MSCI, where they led the financial reporting and analysis function for businesses with revenues over $400M.

Lisa then joined GD Advisors, a company that provides CFO and finance support to early and growth-stage companies. Lisa worked with various clients, including FullStack Modular, Bubble Goods, The Proper Label, Discourse.ai, and WindFactor Investment Research, offering capital raising, financial forecasting, investor communications, and administrative/corporate assistance.

Lisa also worked as a Partner and Chief Financial Officer at Known, a modern marketing company that offers advanced end-to-end solutions to innovative brands. There, they utilized their expertise in market research, data science, and strategy development.

Lisa's most recent role was as the Chief Financial Officer at Adelphi University, a modern metropolitan university known for its exceptional liberal arts and sciences programs, professional training, and personalized approach to higher learning.

Currently, Lisa serves as the Chief Financial Officer at Call2Recycle, Inc., where they fulfill the organization's mission of optimizing battery collection and responsible end-of-life management on behalf of corporate stewards.

Throughout their career, Lisa Monaco Fleming, CFA has demonstrated strong financial leadership and expertise in strategic finance, financial planning and analysis, equity research, and operational support.

Lisa Monaco Fleming, CFA holds a Bachelor of Business Administration (BBA) degree in Finance from the University of Notre Dame. Lisa has also obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute. No specific information regarding the month or year of obtaining the certification is provided.