Ivy League MBA/CFA -- Finance and Accounting Expert, CFA and CPA Prep

Lisa attended the University of Chicago and received her BA with Honors in Economics and her MBA in Finance from The Wharton School. She is a Chartered Financial Analyst. She has worked on the buy and sell sides, a major rating agency, and in investment/merchant banking and commercial banking. Lisa is well versed in corporate finance, equity and fixed income analysis, credit, securitizations, modern portfolio theory, and risk management with 35 plus years of Wall Street and banking experience... Read More >>