Lisa Westley's Email & Phone Number

💼 Past Experience

Lisa Westley has experience managing strategy for and falling in love with investing. Westley earned her undergraduate degree from Brown University in 1988 and her graduate degree from Stanford University in 1992. From 1992-1994, Westley worked as an analyst at Goldman Sachs. From 1994-1997, Westley worked as managing director and head of strategy at Advent International in San Francisco. From 1997-2003, Westley was a senior managing director at SG Cowen Securities in San Francisco. From 2003-2009, Westley was a managing director and head of strategy at Advent International in Palo Alto. Westley is currently a managing director at SG Cowen Securities from May 2003 to 2004 in San Francisco. Westley is also a senior managing director at Brooklands Capital Strategies from January 2014 to September 2019 in San Francisco. From 2019-present, Westley is a senior managing director, co-head of IT services, and partner at Brooklands Capital Strategies.

🎓 Education

Lisa Westley's educational background includes an M.B.A. from Stanford University, as well as an in-depth study of Asian Studies and Economics from at Amherst College. Lisa has also been working in the business world for many years, most notably as the CFO of a software company and as an investment banker. Lisa has extensive experience in business and financial planning, and has a proven track record in managing difficult projects.

💡 Technical & Interpersonal Skills

Lisa Westley has extensive experience in the management of businesses and systems. She has worked in the field of technology for over 10 years, most recently at Advent Technologies, where she was a Managing Director and Head of Strategy. Lisa has also been with Salomon Brothers for two years as an analyst. She has also worked at Goldman Sachs for two years as a managing director and head of strategy. She has also been with Sutter Rock Capital Corp. (Nasdaq: SSSS) for six months and has been with Nationsbanc Montgomery Securities for five years. Lisa is also a senior advisor with Vida Ventures, LLC, a venture capital firm. Lisa is also a senior managing director, managing director, principal, vice president at Nationsbanc Montgomery Securities.