Skill Name
Experience
Proficiency (scale 1 - 10)
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About Me
I am a financial marketing professional who has significant experience working for asset managers (both retail and institutional) in a variety of sales support and marketing roles. As such, I have a broad skill set, producing brochures, presentations, developing and implementing branding, copywriting, website development, database management, RFP completion and desktop publishing. I am highly computer literate and can develop templates and advise on marketing strategy and literature enhancement. I also hold the Investment Management Certificate.
Areas covered: All
Skills
Job Reviews on PPH
Lisa has not been reviewed on PPH yet.
Work Experience
I have extensive experience producing investment presentations for fund managers and sales directors for both a retail and institutional client base and for investment products such as unit trusts, hedge funds and currency. These presentations have been for a range of purposes from one-to-one meetings to large conferances.
Apr 2008 to Present
Financial Marketer at LW Marketing
- Presentations
- Literature (brochures, factsheets, sales aids)
- Branding
- RFPs
- Performance analysis
- Database management
- E-marketing (web, campaigns)
Education
Investment Management Certificate passed in November 2005.
Jan 1993 to Jan 1997

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