ELITE ADVISOR STRATEGIST
Lisa Schulte conducts many of CEG Worldwide’s Best Year Ever Consultations, on boards our new financial advisor clients, assists with database management and supports a wide range of marketing and sales operations.
She brings to her role more than a decade of diverse experience in management, support, business development and lead generation. Prior to that, she was the inside sales manager for a high-technology rep company. She is a Certified Innovation Trainer with SolutionPeople.
Schulte graduated from the University of Washington with a bachelor’s degree in psychology.