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.
Experience
- KFG - Knickerbocker Financial GroupSenior Advisorcurrent2023 — presentNew York City Metropolitan Area
- Bank of AmericaSenior Vice President, Senior Leasing Sales Specialist, Energy Services2015 — 2021Greater New York City Area
- Bank of AmericaSenior Vice President, Transaction Manager2010 — 2015Greater New York City Area
- CitibankVice President2009 — 2010Stamford, Connecticut
- CitiCapital/CitigroupVP, New Business Development2003 — 2008Harrison, NY
- CitiCapital/CitigroupVice President, Credit Officer2003 — 2008Harrison, NY
- Eastlake Securities, Inc (Investment Banking Boutique)Vice President1991 — 2003New York, NY
- GE CapitalAssociate-Corporate Finance Group1989 — 1991
- CNA Insurance (Continental InsuranceUnderwriter1987 — 1988New York City Metropolitan Area
Skills & more
Credit22Commercial Banking13Bonds3Credit Analysis9Financial Analysis4Structured Finance18Finance12Loans7Financial Structuring4Due Diligence7Portfolio Management15Real Estate3
+6 more
Asset Based LendingCredit RiskCapital MarketsCommercial LendingEquitiesBankingFrom Lisa's professional profile.
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
Frequently asked questions
- Who is Lisa?
- 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.
- Where does Lisa work?
- Lisa is Special Advisor at Knickerbocker Financial Group.
- Where did Lisa go to school?
- Lisa studied at NYU Stern School of Business (MBA, Finance); Questrom School of Business, Boston University (BS, Management and Finance).
Same school
Also attended NYU Stern School of Business598
Luna SchmidInvestor at GV (Google Ventures)Kaz TeradaVenture Advisor at Monta Vista CapitalNeil FongManaging Director Asia at Burda Principal InvestmentsMax WechterSenior Director of AI at Lerer HippeauDanny BrowneInvestor at FJ LabsAlex Spiro LatsisFounding Partner at Brighteye Ventures
+ 592 more
Also attended Questrom School of Business, Boston University120
Sujata BhatiaInvestor at Index VenturesTroy PhoaAssociate at Marlin Equity PartnersAngela AllenInvestor at Golden SeedsRony Patishi-ChillimInvestor at Israel Cleantech VenturesJason RobartCo-founder and General Partner at Seae VenturesLisa DutotFinance Administration Manager at Red Cell Incubation
+ 114 more
Shared employers
Also worked at KFG - Knickerbocker Financial Group5
Also worked at Bank of America381
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 RevolutionWill QuistGP at Slow VenturesChris FeeneySenior Fellow, Bank Policy Institute at MissionOG
+ 375 more
Also worked at Citibank1,117
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
+ 1,111 more
