Lisa is no stranger to product management and financial services having spent almost 20 years in both areas. Lisa joined eMoney’s Product team in 2013 and has not only served across eMoney’s broad customer segments but also across eMoney’s diverse product portfolio suite. Lisa led eMoney’s efforts on Advanced Analytics and the enhanced Advisor Assurance products and most recently supported the launch of Foundational Planning as Director of our Financial Planning products.
Prior to eMoney, Lisa worked in various product roles, business units and technologies at SEI, a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.
Ursinus College graduate, Lisa earned a bachelor’s degree in Mathematics with minors in Computer Science and Art. Later, she received her MBA from Villanova University. Lisa also doubles as a wife and mother of four children.