Lisa Theobald
About Lisa Theobald
Lisa Theobald is an Executive Assistant at UBS, where she has worked since 2015. She has over two decades of experience in various assistant roles across multiple financial institutions.
Current Role at UBS
Lisa Theobald has been serving as an Executive Assistant at UBS since 2015. In this role, she provides high-level administrative support and facilitates communication within the organization. Her responsibilities include managing schedules, coordinating meetings, and assisting with various projects to enhance operational efficiency.
Previous Experience at APQ Partners
Prior to her current position, Lisa worked at APQ Partners from 2013 to 2015 as an Investor Relations professional. During her two-year tenure, she was involved in managing relationships with investors and supporting the firm's communication strategies.
Experience at GLG Partners
Lisa Theobald worked at GLG Partners from 2009 to 2013 as a Personal Assistant. Over her four years there, she supported senior executives by managing their schedules, organizing travel, and facilitating communication within the firm.
Career at Kleinwort Benson
Lisa began her career at Kleinwort Benson, where she worked as an Assistant from 1990 to 2001. Over the course of eleven years, she developed foundational skills in administrative support and client relations, contributing to the smooth operation of the firm.
Role at Morgan Stanley Investment Management
From 2003 to 2009, Lisa held the position of Assistant at Morgan Stanley Investment Management. During her six years in this role, she provided administrative support to investment professionals, helping to streamline processes and enhance productivity.