LISA J WHITTAKER
Broker in Wayland, MA

License number
Massachusetts 54453
Issued Date
Aug 1, 1984
Expiration Date
Apr 4, 1995
Type
Salesperson
Address
Address
Wayland, MA 01778

Professional information

Lisa Whittaker Photo 1

Lisa Whittaker - Wayland, MA

Work:
Bank of America
Senior Vice President, Mass Affluent Strategic Marketing Executive
Fidelity Investments - Providence, RI
Senior Vice President, High Net Worth/Mass Affluent Segments
Citizens Bank - Boston, MA
Marketing Director, New England Region
SunTrust Bank - Orlando, FL
Director of Marketing
Bank of Boston - Boston, MA
Senior Marketing Manager, Retail Product Development
Bank of Boston - Boston, MA
Branch Manager/Assistant Vice President
Shawmut Corporation - Worcester, MA
Branch Manager
Education:
Boston College - Chestnut Hill, MA
MBA
College of the Holy Cross - Worcester, MA
BA
Skills:
Chartered Financial Analyst (CFA), FINRA series 7, 63, 24 licenses