Lisa Margeson
Managing Director, Retirement Research & Insights at Bank of America | Boston, Massachusetts, United States
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Managing Director, Retirement Research & Insights at Bank of America in January 2020 to Present
Managing Director, Head of Retirement Client Experience & Communications at Bank of America Merrill Lynch in January 2017 to January 2020
Head of Retirement Marketing, Communications & Creative at Voya Financial in January 2008 to January 2016
Chief Marketing Officer at CitiStreet in January 2000 to January 2008
Senior Vice President, Communication & Education at State Street in January 1995 to January 2000
Marketing Director, Bank Market at Fidelity Investments in January 1986 to January 1995
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Brown University, B.A., January 1980 to January 1984
Questrom School of Business, Boston University, MBA, January 1989 to January 1993
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Strategic Communications
Communications Planning
Creative Services
Investment Management
Retirement Savings
Qualified Retirement Plans
Retirement Solutions
Retirement
Investments
Leadership
Finance
Marketing
Mutual Funds
Strategy
Management
Marketing Communications
Marketing Management
Financial Services
Direct Marketing
Marketing Strategy
Relationship Management
Strategic Planning
CRM
Sales
Customer Relationship Management (CRM)
Business Relationship Management
Retirement Planning
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Discover more about Bank of AmericaWhat is Lisa Margeson email address?
Email Lisa Margeson at [email protected]. This email is the most updated Lisa Margeson's email found in 2026.
How to contact Lisa Margeson?
To contact Lisa Margeson send an email to [email protected].
What company does Lisa Margeson work for?
Lisa Margeson works for Bank of America
What is Lisa Margeson's role at Bank of America?
Lisa Margeson is Managing Director, Retirement Research & Insights
What is Lisa Margeson's Phone Number?
Lisa Margeson's phone (413) ***-*883
What industry does Lisa Margeson work in?
Lisa Margeson works in the Financial Services industry.
Lisa Margeson Email Addresses
Lisa Margeson Phone Numbers
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