Lisa Margeson (Bank of America)
Lisa Margeson is Managing Director and Head of Retirement Client Experience and Communications for Bank of America. Lisa is responsible for leading the team that delivers the firm’s holistic and engaging experience to retirement clients. Responsibilities include delivering a transformative financial wellness program, integrated communications and education, group and personalized planning meetings, as well as the firm’s industry-leading suite of thought leadership. The team is dedicated to delivering purposeful innovations that support a seamless, impactful, and intentional client experience. Their client partnerships underscore the firm’s commitment to helping make financial lives better.
Prior to joining Bank of America, Lisa served as Head of Marketing and Creative Services for Voya Financial’s Retirement Solutions (formerly ING U.S.) for eight years. Prior to Voya/ING, she spent 13 years at CitiStreet (a joint venture between State Street and Citigroup) and State Street, serving as CitiStreet’s Chief Marketing Officer at the time of acquisition by ING. Previously, Lisa spent nine years at Fidelity Investments as Director of Institutional Bank Marketing; she also worked as an account representative at a Boston-based financial planning and investment management firm where she held a variety of client and investment portfolio service positions.
Lisa earned a Bachelor’s Degree in Math-Economics from Brown University in Providence, Rhode Island and a Master’s Degree in Business Administration from Boston University. She works in the firm’s Boston office and holds FINRA Series 7, 66 and 24 licenses.