Lisa Fung
Director of Risk Management at Talcott Financial Group | Milford, Connecticut, United States
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Lisa Fung serves as the Director of Risk Management at Talcott Financial Group, where she leverages her extensive expertise in fixed income investment management and risk assessment to drive strategic initiatives. As a CFA charterholder, Lisa possesses a deep understanding of financial markets and investment strategies, which she applies to enhance the firm’s risk management framework. Her role involves not only overseeing risk assessments but also actively participating as a member of the Asset Liability Committee (ALCO), where she collaborates with cross-functional teams to align investment strategies with the company’s financial objectives.
One of Lisa's key projects includes leading the development and training for Power BI, where she has successfully created insightful data visualizations that provide clarity on the firm’s assets and liabilities. By overhauling reporting systems to accommodate new managers, tax jurisdictions, and legal entities, she has ensured compliance with evolving regulatory requirements. Lisa’s ability to scrub and consolidate multiple data sources has resulted in robust historical comparisons and enhanced reporting capabilities, empowering stakeholders with actionable insights.
Her technical proficiency in SQL, Microsoft Power Query, and Power BI has been instrumental in transforming complex data into user-friendly dashboards that facilitate informed decision-making. Lisa’s proven success in building new infrastructure and reporting mechanisms not only meets regulatory standards but also positions Talcott Financial Group as a leader in risk management practices within the life and annuity insurance sector. With her strong collaborative skills and commitment to excellence, Lisa continues to drive innovation and strategic growth at Talcott Financial Group.
Director of Risk Management at Talcott Financial Group in November 2021 to September 2024
Vice President of Risk Management at Intesa Sanpaolo in January 2011 to October 2021
Portfolio Manager at Intesa Sanpaolo in January 2008 to January 2010
Credit Analyst / Trader at Bear Stearns Asset Management in January 2006 to January 2008
Credit Analyst (VP) at Bank of New York / Mellon in January 2005 to January 2006
Asset-Backed Securities Analyst at AIG Global Investment Group in January 2002 to January 2005
Assistant Manager at Travelers Fixed Income Group at Citigroup - Global Investments Corp. in January 1997 to January 2002
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SQL Server Management Studio
SQL
M code
Tabular Editor
DAX Studio
Microsoft 365
Data Modeling
Business Intelligence (BI)
DAX
Microsoft Power Query
Microsoft Power BI
Data Analysis
Data Visualization
Fixed Income
Hedge Funds
Asset Managment
Portfolio Management
Bloomberg
Investments
ABS
Bonds
Securities
Structured Products
Risk Management
Liquidity Risk
Trading
Mutual Funds
Credit Derivatives
Investment Banking
Wealth Management
Financial Modeling
Asset Allocation
Alternative Investments
Derivatives
Insurance
Financial Risk
Credit Risk
Financial Services
Structured Finance
Finance
Valuation
Investment Management
Asset Management
Credit
Credit Analysis
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Discover more about Talcott Financial GroupWhat is Lisa Fung email address?
Email Lisa Fung at [email protected]. This email is the most updated Lisa Fung email found in 2026.
How to contact Lisa Fung?
To contact Lisa Fung send an email to [email protected]. (updated on November 04, 2024)
What company does Lisa Fung work for?
Lisa Fung works for Talcott Financial Group
What is Lisa Fung's role at Talcott Financial Group?
Lisa Fung is Director of Risk Management
What is Lisa Fung's Phone Number?
Lisa Fung's phone (203) ***-*215
What industry does Lisa Fung work in?
Lisa Fung works in the Book And Periodical Publishing industry.
Lisa Fung Email Addresses
Lisa Fung Phone Numbers
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