Lisa Waite

Vice President Client Services at Capital Wealth Advisors

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.

Links

Previous companies

Bank of America logo
Deutsche Bank logo

Timeline

  • Vice President Client Services

    June, 2020 - present

  • Executive Assistant

    2015