Lisa Marino is a Business Management Specialist with J.P. Morgan Wealth Management.
As a long-time member of The Canell Group, she is charged with orchestrating the workflow of the team to help ensure the coordination of operational, administrative and customer service imperatives on behalf of high-net-worth clients and their families.
Vital to the success of the team, Lisa is the main point of contact for key customer relationships and is deeply involved in coverage responsibilities. She draws on her skills in the area of financial service support to address account balance inquiries and provide guidance for IRA distributions, journal entries, and fund and wire transfers.
With a reputation as a problem solver, Lisa develops methods and procedures that focus on critical functions to help ensure the efficient and consistent delivery of excellent customer service. She oversees sales support initiatives, and the team looks to her for issue resolution and logistical direction. She manages day-to-day activities in a steady and experienced manner.
Lisa joined J.P. Morgan in 2017 together with The Canell Group. Previously, she was with Morgan Stanley for 35 years, where she worked her way up the corporate ladder from Client Service Associate to Group Director. Throughout her career, she has strived diligently to develop the capabilities that carefully address individual client needs. She is proud to hold FINRA Series 7 and 63 licenses.
Lisa resides in Howard Beach with her two children, Anthony and Nicole.