Fundraising Fox

Lisa

Investor

Special Advisor at Knickerbocker Financial Group

New York, New York, United States

About

A banking professional with over 35 years at global financial institutions, most recently SVP in Bank of America's Energy Services Group financing conservation and sustainability projects, and previously in Citi's Healthcare and Energy Group. She holds an MBA from NYU Stern and a BS from Boston University.

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Experience

  1. KFG - Knickerbocker Financial GroupSenior Advisorcurrent2023 — presentNew York City Metropolitan Area
  2. Bank of AmericaSenior Vice President, Senior Leasing Sales Specialist, Energy Services2015 — 2021Greater New York City Area
  3. Bank of AmericaSenior Vice President, Transaction Manager2010 — 2015Greater New York City Area
  4. CitibankVice President2009 — 2010Stamford, Connecticut
  5. CitiCapital/CitigroupVP, New Business Development2003 — 2008Harrison, NY
  6. CitiCapital/CitigroupVice President, Credit Officer2003 — 2008Harrison, NY
  7. Eastlake Securities, Inc (Investment Banking Boutique)Vice President1991 — 2003New York, NY
  8. GE CapitalAssociate-Corporate Finance Group1989 — 1991
  9. CNA Insurance (Continental InsuranceUnderwriter1987 — 1988New York City Metropolitan Area

Education

  1. NYU Stern School of BusinessMBA, Finance
  2. Questrom School of Business, Boston UniversityBS, Management and Finance

Skills & more

Credit22Commercial Banking13Bonds3Credit Analysis9Financial Analysis4Structured Finance18Finance12Loans7Financial Structuring4Due Diligence7Portfolio Management15Real Estate3
+6 moreAsset Based LendingCredit RiskCapital MarketsCommercial LendingEquitiesBanking

From Lisa's professional profile.

Same school

Also attended NYU Stern School of Business367

Luna SchmidInvestor at GV (Google Ventures)Kaz TeradaVenture Advisor at Monta Vista CapitalNeil FongManaging Director Asia at Burda Principal InvestmentsAlex TosoliniAdvisor at CincyTechMax WechterSenior Director of AI at Lerer HippeauTom MonahanFormer Chairman & CEO, CEB at MissionOG

+ 361 more

Also attended Questrom School of Business, Boston University71

Sujata BhatiaInvestor at Index VenturesTroy PhoaAssociate at Marlin Equity PartnersRony Patishi-ChillimInvestor at Israel Cleantech VenturesKelvin LeungDirector, Growth at Openspace VenturesJason RobartCo-founder and General Partner at Seae VenturesLisa DutotFinance Administration Manager at Red Cell Incubation

+ 65 more

Shared employers

Also worked at KFG - Knickerbocker Financial Group5

Andrea SchmitzPartner and Head of ESG at Knickerbocker Financial GroupHughPartner at Knickerbocker Financial GroupMichaelPartner at Knickerbocker Financial GroupScottSpecial Advisor at Knickerbocker Financial GroupGarySpecial Advisor at Knickerbocker Financial Group

Also worked at Bank of America202

Kirsten GreenFounder and Managing Partner at Forerunner VenturesMatt CherianVenture Partner at Monta Vista CapitalAnthony LinHead of Intel Capital, Corporate Vice President at Intel CapitalAndrew WallaceVice President, Revolution Growth at RevolutionWilliam QuistGP at Slow VenturesAdrian KaniaSenior Associate at Sapphire Ventures

+ 196 more

Also worked at Citibank639

Nina AchadjianInvestor at Index VenturesRishi ModiInvestor at GV (Google Ventures)RustyAdvisor at Clear VenturesKerry WongHead of Investor Relations at Pantera CapitalTori KorineInvestor at OpenView Venture PartnersAnn PauloseSenior Investor Relations Associate at Greycroft

+ 633 more

Also worked at GE Capital118

Trevor KienzleInvestor at Correlation VenturesBill PescatelloInvestor at LightbankLaurel BowdenPartner at 83NorthIan ChiangPartner at Flare Capital PartnersSteve SmootManaging Partner at Lavrock VenturesBrian CoburnPrincipal at Eos Venture Partners Limited

+ 112 more

Colleagues at Knickerbocker Financial Group

Andrea Schmitz
Partner and Head of ESG at Knickerbocker Financial Group
Gary
Special Advisor at Knickerbocker Financial Group
Hugh
Partner at Knickerbocker Financial Group
John
Senior Principal at Knickerbocker Financial Group
Katie
Special Advisor at Knickerbocker Financial Group
Michael
Partner at Knickerbocker Financial Group
Rebecca Craft
Special Advisor at Knickerbocker Financial Group
Sandy Galef
Special Advisor at Knickerbocker Financial Group