Lisa Waite is currently the Vice President Client Services at Capital Wealth Advisors since 2015. Prior to this role, Lisa held various positions including Relationship Banker at Bank of America and Marketing and Support Services Manager at Southport Athletic Club. With a strong background in finance and management, Lisa has experience in initiating and executing cross border mergers and acquisitions at Deutsche Bank. Lisa holds a Bachelor of Arts in Mathematics and German, as well as a Master of Business Administration in International Business from The Pennsylvania State University.
June, 2020 - present
2015
Associate Vice President, Client Services at Morning Consult
Vice President Client Services - Sales | Engineering | Delivery | Operations at CTG
Vice President Client Services at Color
Vice President, Client Services At Paradigm Catastrophic Care Management at Paradigm
Vice President Client Services at CliniSys
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