Lisa Villarreal

Lisa Villarreal is a seasoned professional in risk management and compliance, currently serving as a Senior Specialist in Risk Management and previously as a Compliance Analyst at Cetera Financial Group since March 2021. Prior to this role, Lisa held various impactful positions at Charles Schwab from October 2013 to April 2015, where responsibilities included leading regulatory and risk management initiatives for the Advisor Services organization and managing compliance programs. Lisa's extensive experience also includes a tenure at AIG Advisor Group from April 2003 to August 2013, where as Vice President, Lisa spearheaded the implementation of numerous compliance and supervisory rules and improved compliance processes across the organization. Lisa holds a Bachelor of Science degree in Business Marketing from Arizona State University.