Lisa Wilhelmy has a strong background in finance and compliance, with experience at companies like Capricorn Investment Group, Deutsche Bank, and Capital Group. Lisa holds a Bachelor of Business Administration in Finance from Loyola Marymount University and has worked in various roles such as Manager, Compliance & Business Operations, Portfolio Accounting Analyst, and Personal Banker.
January, 2018 - present
January, 2015
January, 2014
October, 2011