Lisa Schultz

Lisa Schultz photo

Institutional Fixed Income Sales Representative

As an Institutional Fixed Income Sales Representative, Lisa collaborates directly with CEOs and CFOs in identifying, recommending and implementing client-based and risk appropriate portfolio strategies and securities to credit unions nationwide.

Professional Experience

Lisa has nearly 30 years’ experience in the field of investments. Prior to joining Balance Sheet Solutions, Lisa held a variety of senior level positions with Invesco Ltd., formerly Van Kampen Investments, including Vice President, Distributor Conference Manager; Vice President, Business Development Manager; and Vice President, Internal Sales Manager.

Education, Credentials

Lisa holds her bachelor’s degree in Business/Marketing & Finance from Northern IL University. She holds her series 6, 7 and 63 through ISI.