Lisa Rowan
About Lisa Rowan
Lisa Rowan is the Head of Account Transfers at SEI in London, with a career in financial services spanning nearly three decades.
Current Role at SEI
Lisa Rowan is currently the Head of Account Transfers at SEI, based in London, United Kingdom. Having led this department for over a decade, she has substantial experience in overseeing account transfer operations within the organization. Her role involves managing the complexities of account transitions and ensuring smooth and efficient processes for clients.
Career at Penson Financial Services
From 2008 to 2012, Lisa Rowan served as the Head of Operations at Penson Financial Services. In this capacity, she was responsible for managing the day-to-day operations of the company, ensuring compliance with industry standards, and improving operational efficiency. Her tenure at Penson Financial Services lasted four years, during which she honed her skills in financial operations management.
Work Experience at Peel Hunt
Lisa Rowan worked at Peel Hunt from 2005 to 2008 as part of the Middle Office team. During this three-year period, she was involved in various middle-office functions, contributing to the company's trading and risk management processes. Her role at Peel Hunt helped her deepen her understanding of the financial trading environment and middle-office operations.
Tenure at Pershing
Between 1996 and 2005, Lisa Rowan was the Crest Settlements Manager at Pershing. In this role, she managed the settlement processes of financial transactions, ensuring accuracy and compliance with regulatory requirements. Her nine-year stint at Pershing provided her with extensive experience and a deep understanding of the financial settlement landscape.
Educational Background
Lisa Rowan attended Burnt Mill School from 1981 to 1986. Her education during these formative years laid the foundation for her subsequent career in the financial services industry. Although specific details of her academic achievements are not mentioned, her long-standing career indicates a solid educational background.