{"id":1776,"date":"2019-09-05T18:18:34","date_gmt":"2019-09-05T18:18:34","guid":{"rendered":"https:\/\/questromworld.bu.edu\/questromwomensummit\/?post_type=portfolio&amp;p=1776"},"modified":"2019-09-05T18:18:34","modified_gmt":"2019-09-05T18:18:34","slug":"lisa-margeson","status":"publish","type":"portfolio","link":"https:\/\/questromworld.bu.edu\/questromwomensummit\/portfolio-item\/lisa-margeson\/","title":{"rendered":"Lisa Margeson"},"content":{"rendered":"\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-aplucd-713456e26157407ccdd4157e8b7e6efe\">\n.avia-section.av-aplucd-713456e26157407ccdd4157e8b7e6efe{\nbackground-color:#ffffff;\nbackground-image:url(https:\/\/questromworld.bu.edu\/questromwomensummit\/wp-content\/uploads\/sites\/18\/2017\/06\/Color-Background-1-1500x630.png);\nbackground-repeat:no-repeat;\nbackground-position:50% 50%;\nbackground-attachment:fixed;\n}\n<\/style>\n<div id='av_section_1'  class='avia-section 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height=\"300\" width=\"300\"  itemprop=\"thumbnailUrl\" srcset=\"https:\/\/questromworld.bu.edu\/questromwomensummit\/wp-content\/uploads\/sites\/18\/2019\/09\/lisamargeson-300x300.gif 300w, https:\/\/questromworld.bu.edu\/questromwomensummit\/wp-content\/uploads\/sites\/18\/2019\/09\/lisamargeson-80x80.gif 80w, https:\/\/questromworld.bu.edu\/questromwomensummit\/wp-content\/uploads\/sites\/18\/2019\/09\/lisamargeson-36x36.gif 36w, https:\/\/questromworld.bu.edu\/questromwomensummit\/wp-content\/uploads\/sites\/18\/2019\/09\/lisamargeson-180x180.gif 180w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div><\/div><\/div><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-655x25-330387381e8dfafe2efde6d69922255f\">\n.flex_column.av-655x25-330387381e8dfafe2efde6d69922255f{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\nbackground-color:#ffffff;\n}\n<\/style>\n<div  class='flex_column av-655x25-330387381e8dfafe2efde6d69922255f av_three_fourth  avia-builder-el-3  el_after_av_one_fourth  avia-builder-el-last  flex_column_div av-zero-column-padding  '     ><p>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-4me1el-1b186c6e1fd8c20f6e2e89e630f8737a\">\n#top .av_textblock_section.av-4me1el-1b186c6e1fd8c20f6e2e89e630f8737a .avia_textblock{\ncolor:#000000;\n}\n<\/style>\n<section  class='av_textblock_section av-4me1el-1b186c6e1fd8c20f6e2e89e630f8737a '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock av_inherit_color'  itemprop=\"text\" ><p><span style=\"font-family: impact;font-size: 40px;color: #a71930\">Lisa Margeson<\/span>\u00a0<span style=\"font-family: impact;font-size: 30px;color: #000\">(Bank of America)<\/span><\/p>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-2gjecd-b0510cd8f80522b458411631af97f934\">\n#top .av_textblock_section.av-2gjecd-b0510cd8f80522b458411631af97f934 .avia_textblock{\ncolor:#000000;\n}\n<\/style>\n<section  class='av_textblock_section av-2gjecd-b0510cd8f80522b458411631af97f934 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock av_inherit_color'  itemprop=\"text\" ><p>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\u2019s 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\u2019s 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\u2019s commitment to helping make financial lives better.<\/p>\n<p>Prior to joining Bank of America, Lisa served as Head of Marketing and Creative Services for Voya Financial\u2019s Retirement Solutions (formerly ING U.S.) for eight years.\u00a0 Prior to Voya\/ING, she spent 13 years at CitiStreet (a joint venture between State Street and Citigroup) and State Street, serving as CitiStreet\u2019s 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.<\/p>\n<p>Lisa earned a Bachelor\u2019s Degree in Math-Economics from Brown University in Providence, Rhode Island and a Master\u2019s Degree in Business Administration from Boston University.\u00a0 She works in the firm\u2019s Boston office and holds FINRA Series 7, 66 and 24 licenses.<\/p>\n<\/div><\/section><\/p><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":1778,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"tags":[],"portfolio_entries":[],"class_list":["post-1776","portfolio","type-portfolio","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - 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