Lisa Luiso
About Lisa Luiso
Lisa Luiso serves as the VP of Finance at Patelco Credit Union, bringing extensive experience from previous roles at Wells Fargo and Silvergate Bank. She holds a BA in Finance from Northern Kentucky University and an MBA in Organizational Leadership from Chapman University, and is skilled in advanced financial tools and risk management techniques.
Work at Patelco Credit Union
Lisa Luiso serves as the Vice President of Finance at Patelco Credit Union, a position she has held since 2021. In this role, she is responsible for overseeing financial operations and strategic financial planning. Her expertise in advanced financial tools supports the credit union's financial management and risk assessment initiatives. Located in Dublin, California, Patelco Credit Union focuses on providing financial services to its members, and Luiso's leadership contributes to its operational efficiency.
Previous Experience at Wells Fargo
Prior to her current role, Lisa Luiso held several positions at Wells Fargo from 2000 to 2019. She started as a Financial Consultant in the LA Metro Regional Bank, then progressed to various VP roles, including VP/ALM Risk Consultant - Deposit Pricing, VP/Finance Manager - ALM & Stress Testing, and VP/Balance Sheet Center of Excellence. Her tenure at Wells Fargo included significant responsibilities in financial management and risk analysis, showcasing her expertise in the banking sector.
Education and Expertise
Lisa Luiso earned a Bachelor of Arts in Finance from Northern Kentucky University. She furthered her education by obtaining a Master of Business Administration (MBA) in Organizational Leadership from Chapman University. Her academic background complements her professional expertise in financial risk management techniques, including Comprehensive Capital Analysis and Review (CCAR) and Resolution and Recovery Planning (RRP). Additionally, she is skilled in using advanced financial tools such as Hyperion Essbase, IBM Cognos, QRM, and Profit Star.
Certifications and Skills
Lisa Luiso possesses Six Sigma certification, which indicates her proficiency in process improvement methodologies. Her skills extend to synthesizing complex data and effectively communicating insights to diverse audiences. This capability enhances her effectiveness in financial analysis and management, allowing her to contribute to informed decision-making within her organization.