Lisa Novotny

Director Of Business Development at Source Advisors

Lisa Novotny has a diverse work experience spanning several industries. Lisa has held leadership positions such as Director of Business Development at Source Advisors and Regional Director at Ayming. Lisa also has extensive experience in the banking sector, having worked as a Vice President at Fulton Bank, First Citizens Bank, and Wells Fargo. In these roles, they focused on building and managing client relationships, developing credit memos, and acquiring new clients. Lisa has also worked as a Business Development Advisor at Insperity, where they evaluated HR strategies for small and medium-sized businesses. Prior to that, they were a Financial Advisor at American Express Financial Advisors, now known as Ameriprise Financial Advisors, where they provided comprehensive financial planning services. Most recently, Lisa has been the Owner and Business Consultant at Successful Processing LLC, specializing in helping businesses reduce operating expenses and increase cash flow.

Lisa Novotny attended Slippery Rock University of Pennsylvania, where they pursued a Bachelor of Arts degree in Communication, General. The dates of their enrollment are not provided. Later, in 2002, they attended Georgetown University for a year, during which they pursued an Executive Financial Planning Certificate. No degree name is specified for this program.

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