Lisa Peters

Lisa Peters has extensive work experience in the financial industry. Lisa started their career at Harleysville National Bank in 1983 as a Customer Service Representative, where they excelled in cross-selling bank products and won awards for their sales performance. Lisa then moved on to First Fidelity Bank, where they worked as an Assistant Vice President from 1986 to 1991. At First Fidelity Bank, they demonstrated strong leadership skills and achieved great results.

Lisa then joined Fidelity Bank as a Business Development Officer in 1989, where they successfully sold various institutional trust products and exceeded sales goals. Lisa also took on the role of Trust Officer, where they administered trust accounts and provided excellent client service.

In 1991, Lisa joined CoreStates Investment Advisors as a Vice President. Lisa excelled in marketing and selling institutional trust products and played a key role in the development of a turnkey 401(k) product. Lisa consistently exceeded sales goals and achieved outstanding results during their tenure.

Lisa then joined PNC Bank in 1997 as a Vice President, where they created business development opportunities for selling investment and ancillary services to non-profit organizations. Lisa provided comprehensive investment management services and guidance to clients, ensuring their financial needs were met.

In 1999, Lisa joined JPMorgan as a Senior Wealth Advisor. Their role involved interviewing high net worth prospects and closing deals. However, due to the Chase merger, the unit they worked in was dissolved.

From 2000 to 2008, Lisa worked at Logan Capital Management as a Managing Director. Lisa was the first $1 million producer in the company's history and raised over $250 million in new assets. Lisa was responsible for direct sales to various clients, including consultants, institutional investors, and high net worth individuals. Lisa also developed and managed SMA programs and provided ongoing client service.

Lisa's most recent role is at Univest, where they have been serving as Vice President since 2009.

Lisa Peters attended St. Lawrence University from 1967 to 1971, where they graduated with a Bachelor of Arts degree in French. Following their undergraduate studies, they pursued further education at Harcum College from 1973 to 1975. During this time, Lisa obtained an Associate of Science degree in Veterinary Nursing.