Information Systems Manager
Lisa Valentine brings expertise in portfolio accounting and billing to Resurgent. For the past six years, she has worked as an independent consultant with over 20 RIA and hybrid firms in the implementation of portfolio accounting systems, development of processes and procedures and employee training. From 2004 to 2012, Lisa was Portfolio Operations Manager for WealthTrust LLC, a company that consolidated independent registered investment advisory firms. Prior to that, she worked at State Street Corporation. She began her career at J. C. Bradford & Co. Lisa holds a B.S. degree, magna cum laude, from Middle Tennessee State University.