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Lisa Colon
Lisa Colon
Executive Vice President, Chief Operating Officer | Girard, a Univest Wealth Division
Philadelphia, Pennsylvania, United States
Lisa Colon
Summary
Lisa Colon is an accomplished executive with extensive experience in the financial services industry, specializing in compliance, operations, and finance leadership. Currently serving as the Executive Vice President and Chief Operating Officer at Girard, she has a proven track record of fostering effective team environments in both large and small organizations. Her career spans over three decades, during which she has held senior roles at notable firms such as BlackRock and PNC Financial Services. Lisa's entrepreneurial spirit drives her to innovate and optimize processes within her teams. She is known for her ability to interpret complex regulations and lead teams through compliance challenges. Lisa holds a Master's degree in Finance from Drexel University and a Bachelor's in Finance/Accounting from Penn State University. Her leadership style emphasizes collaboration and strategic thinking to achieve organizational goals.
Lisa Colon
Work Experience
Executive Vice President, Chief Operating Officer at
Girard, a Univest Wealth Division
December 2022 - Present
Managing Director at
Girard Advisory Services, LLC
January 2011 - December 2022
Chief Compliance and Operations Officer at
Abacus Wealth Partners
January 2007 - January 2011
Senior Vice President at
Camelot Investment Advisers, Ltd
January 2002 - January 2007
Director of Brokerage Operations at
PNC Financial Services
January 2000 - January 2002
Vice President at
Ing Funds
January 1999 - January 2000
Vice President at
LLC Black Rock
January 1993 - January 1999
Field Supervisor at
FINRA
January 1987 - January 1993
Lisa Colon
Education
Drexel University, Masters Of Science
January 1992 - January 1994
Penn State University, Bachelor Of Science
January 1982 - January 1986
Frequently Asked Questions about Lisa Colon
What is Lisa Colon email address?
Lisa Colon's primary email address is ******@meetgirard.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Lisa Colon work for?
Lisa Colon is a Executive Vice President, Chief Operating Officer at Girard, a Univest Wealth Division.
Where Lisa Colon graduated from?
Lisa Colon holds a degree in Finance from Drexel University.
How can I directly contact Lisa Colon?
To contact Lisa Colon directly, you can use the email address ******@meetgirard.com. Complete contact information is available upon registration with Muraena.
Who is Lisa Colon?
Lisa Colon is an accomplished executive with extensive experience in the financial services industry, specializing in compliance, operations, and finance leadership. Currently serving as the Executive Vice President and Chief Operating Officer at Girard, she has a proven track record of fostering effective team environments in both large and small organizations. Her career spans over three decades, during which she has held senior roles at notable firms such as BlackRock and PNC Financial Services. Lisa's entrepreneurial spirit drives her to innovate and optimize processes within her teams. She is known for her ability to interpret complex regulations and lead teams through compliance challenges. Lisa holds a Master's degree in Finance from Drexel University and a Bachelor's in Finance/Accounting from Penn State University. Her leadership style emphasizes collaboration and strategic thinking to achieve organizational goals.
Lisa`s contact details
******@meetgirard.com
****@abacuswealth.com
Colleagues
Vice President, Client Service Manager at Girard, a Univest Wealth Division
SVP, Manager of Wealth Services
Senior Municipal Pension Consultant, Vice President
Chairman
Wealth Trust Advisor, Vice President
Vice President, Senior Marketing Manager
Vice President, Director of Investment Research
Managing Director Of Relationship Management Svp
Vice President, Wealth Advisor
President