Lisa Isenhower
About Lisa Isenhower
Lisa Isenhower serves as the Administrative Manager and Associate Director in Wealth Management at UBS Financial Services, Inc. She has over a decade of experience in the financial services sector, previously holding a vice president position at Morgan Stanley Smith Barney.
Work at UBS
Lisa Isenhower has been employed at UBS Financial Services, Inc. since October 2014. She holds the title of Administrative Manager and Associate Director within the Wealth Management division. In this role, she focuses on administrative management and oversees various responsibilities that contribute to the firm's operations in the financial services sector. Based in Houston, Texas, she has played a significant role in the company's efforts to serve clients in the Greater Houston area.
Previous Experience at Morgan Stanley Smith Barney
Before joining UBS, Lisa Isenhower worked at Morgan Stanley Smith Barney for 12 years, from 2000 to 2012. She held the position of Vice President and Complex Risk Officer during her tenure in Houston, Texas. In this capacity, she was responsible for managing complex risk assessments and ensuring compliance with regulatory standards, contributing to the firm's risk management strategies.
Education and Expertise
Lisa Isenhower studied at the University of California, Riverside, where she earned a Bachelor of Science degree with an emphasis in Marketing. Her studies spanned from 1989 to 1993, equipping her with foundational knowledge in business principles and marketing strategies. This educational background supports her expertise in wealth management and administrative roles within the financial services industry.
Background
Lisa Isenhower is based in Houston, Texas, where she has established her career in the financial services sector. Her professional journey includes significant roles in wealth management, focusing on administrative management and risk assessment. With nearly a decade of experience at UBS and prior experience at Morgan Stanley Smith Barney, she has developed a comprehensive understanding of the industry.