Lisa Woods

Lisa Woods is a seasoned financial consultant currently serving as Vice President at Fidelity Investments, a role they held in 2022. Previously, Lisa worked at Dunbar Capital as Managing Director of Marketing and Investor Relations from 2007 to 2016, where they focused on educating financial advisors and managing investor relations. Their early career included positions as an Equity Trader at Charles Schwab and BLM Investment Securities, where they honed their skills in trading and market-making activities. Lisa holds an M.B.A. in Finance and a B.S. in Business/Marketing from West Virginia University.