Ms.Lisa Marsden

Lisa M. Marsden is the President and Founder of Coulter Strategic Services.  Coulter Strategic Services provides financial advisors and consulting firms with Compliance and Project Management services.  Prior to creating Coulter Strategic Services, Ms Marsden was a shareholder and member of the C-Suite for Financial Advisors in Boca Raton Florida.  She has been in the financial services industry for over 25 years. Ms Marsden has a degree in Computer Programming from Keiser University and holds the Investment Advisor Certified Compliance Professional Designation and Claritas ® Investment Certificate. She also held positions in the Banking Trust Industry at Midlantic National Bank and Trust, Comerica Bank & Trust and Barnett Bank Asset Management.  Ms Marsden has moderated regulator panels and conducted many webinars related to compliance training.