Verivest
Lisa Wheatley is an experienced Implementation Project Manager currently working at Verivest since May 2024, where responsibilities include overseeing fund creation processes and client onboarding. Prior experience includes managing game development and live events at Luna Park and significant roles at Verivest from April 2021 to November 2023, where Lisa directed onboarding sessions and improved operational processes for clients, facilitating the creation of over 15 funds. An extensive background also includes a Customer Success Manager position at Parcel Pending by Quadient and multiple roles in project management, communications, and education. Lisa holds a B.A. in English Language and Literature and French Language and Literature from UC Irvine, as well as an MFA and an M.A. in English Language and Literature from Chapman University.
This person is not in any teams
Verivest
In today’s era of competition over capital, deal flow, talent, and even building materials, the most successful fund managers seize every inch of “edge” they can. That’s where we come in. Verivest, powered by DwellFi, revolutionizes fund administration by embracing a data-centric approach, powered by cutting-edge AI and tokenization technologies. We start by analyzing your fund’s unique makeup in terms of structure, distribution waterfall, tax treatment, and compliance regime. We work with your team to interface directly with your systems of record, enabling our AI suite to digest your data holistically and output timely and accurate accounting, investor reporting, and other business insights.