Lisa is a managing director of Private Banking for Abbot Downing in the Minneapolis office. She is responsible for overseeing the private banking activities of families of significant wealth by partnering with an Abbot Downing relationship team of wealth advisors, trust and investment professionals to create customized banking and lending solutions. Lisa has over 12 years of experience in the financial services industry.
Prior to Abbot Downing, Lisa was part of the Financial Sponsors Portfolio Management Group in the Corporate Banking Group of Wells Fargo where she managed a portfolio of complex banking relationships and leveraged credits. Prior to joining Wells Fargo in 2006, Lisa was part of the Fixed Income Banking Group at RBC Capital Markets.
Lisa received her bachelor’s and master’s degrees in business from the Carlson School of Management at the University of Minnesota. Lisa is a SAFE-registered mortgage loan originator (NMLSR ID 1071988).
Lisa, her husband Blake, and their two sons live in Hugo, Minnesota.