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Lisa Smith

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Lisa Smith

Senior Vice President, Financial Advisor, Portfolio Manager | D.A. Davidson Companies

Lincoln, Nebraska, United States

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Lisa Smith

Summary

Lisa Smith is a seasoned financial professional with over two decades of experience in the financial services industry. Currently, she serves as the Senior Vice President, Financial Advisor, and Portfolio Manager at D.A. Davidson Companies, where she leverages her expertise in financial analysis, portfolio management, and strategic planning. Lisa began her career at Union Bank and Trust, progressing to a leadership role in commercial lending and private banking. She has a solid educational foundation with a degree in Business with a specialization in Finance from the University of Nebraska-Lincoln. Known for her leadership and strategic insights, Lisa has a strong track record of advising clients on complex financial matters. Her commitment to excellence is evident in her long-standing career and dedication to the financial wellbeing of her clients. Outside of her professional life, she is interested in nonprofit initiatives and community engagement, showcasing her well-rounded character. Lisa's adaptability and extensive experience position her as a key player in the financial sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Lisa Smith

Work Experience

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Senior Vice President, Financial Advisor, Portfolio Manager at

D.A. Davidson Companies

April 2016 - Present

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Registered Representative at

SMITH HAYES Financial Services

April 1999 - April 2016

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Vice President-Commercial Lending and Private Banking at

Union Bank & Trust

April 1995 - August 1999

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Lisa Smith

Education

university of Nebraska Lincoln , Business

January 1985 - January 1989

Frequently Asked Questions about Lisa Smith

What is Lisa Smith email address?

Lisa Smith's primary email address is **********@dadavidson.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Lisa Smith work for?

Lisa Smith is a Senior Vice President, Financial Advisor, Portfolio Manager at D.A. Davidson Companies, a company specializing in Other Financial Investment Activities.

Where Lisa Smith graduated from?

Lisa Smith holds a degree in Finance from university of Nebraska Lincoln .

How can I directly contact Lisa Smith?

To contact Lisa Smith directly, you can use the email address **********@dadavidson.com. Complete contact information is available upon registration with Muraena.

Who is Lisa Smith?

Lisa Smith is a seasoned financial professional with over two decades of experience in the financial services industry. Currently, she serves as the Senior Vice President, Financial Advisor, and Portfolio Manager at D.A. Davidson Companies, where she leverages her expertise in financial analysis, portfolio management, and strategic planning. Lisa began her career at Union Bank and Trust, progressing to a leadership role in commercial lending and private banking. She has a solid educational foundation with a degree in Business with a specialization in Finance from the University of Nebraska-Lincoln. Known for her leadership and strategic insights, Lisa has a strong track record of advising clients on complex financial matters. Her commitment to excellence is evident in her long-standing career and dedication to the financial wellbeing of her clients. Outside of her professional life, she is interested in nonprofit initiatives and community engagement, showcasing her well-rounded character. Lisa's adaptability and extensive experience position her as a key player in the financial sector.

Lisa`s contact details

mail

**********@dadavidson.com

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Mike Zimmer

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Max Callen

Senior VP, Financial Advisor

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Benjamin Wilhelm

Vice President

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Jim Zuberbuhler

Associate Vice President, Financial Consultant

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Charles Bankard Cfa

Associate Vice President, Public Finance Analyst

Jim Kerr

President

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