Lisa Rosenthal

Lisa Rosenthal is a seasoned executive with over 20 years of experience in finance and operations. She has held various leadership positions in the financial services industry, including COO at Nolan Clark & Associates. Lisa is a certified financial planner and has a strong background in financial planning and wealth management. She is also a frequent speaker at industry conferences and has been featured in various publications. In her free time, Lisa enjoys hiking and traveling. She is based in Los Angeles, California.