Management Consulting Principal Director
Lisa is a Principal Director in Accenture’s Financial Services group within Finance and Risk - North American Regulatory & Compliance practice focused on transforming legal departments through optimized operating models and technology enablement. Over the course of her two-decade career, Lisa has provided legal, regulatory and compliance advice to asset managers, wealth managers and investment banks involving registered U.S. and non-U.S. advisory products, including mutual funds, closed-end funds, alternative funds and offshore funds. She has extensive experience with U.S. and non-U.S. regulatory exams and inquiries. Lisa is a seasoned counselor to portfolio management, trading and front-to-back office operations (including portfolio compliance, fund accounting, settlements, risk and treasury). Lisa has experience with mergers and acquisitions (M&A) and other strategic arrangements involving asset managers. She is skilled with corporate and fund governance matters, including mutual fund board relations.