Lisa Kaplan

Lisa Kaplan is an experienced professional in the finance and investment banking sector, currently serving as a Transaction Manager in Real Estate Investment Banking at RMB - Rand Merchant Bank since May 2023. Prior to this role, Lisa held the position of Team Lead for Debtors & Cash Analytics at WTax (VAT IT Group) from August 2019 to May 2023, where responsibilities included managing the debtors' book and cash flow forecasting. Lisa's background also includes a significant tenure at Investec, where roles ranged from Deal Manager (Structured Finance) - Second in Charge to Client Support Banker, with achievements in improving deal management processes and maintaining high client service standards. Educational qualifications include a Bachelor of Commerce (B.Com.) Honours in Monetary and Financial Economics and a Bachelor of Arts (BA) in Marketing Communication, complemented by CFA Institute education.