Lisa Jacobs

Director of Client Services, RIAs at intelliflo
On the record
Represented by:

In my role with intelliflo, I lead a growing team of top-notch colleagues within areas: RedBlack, an intelliflo solution and intelliflo portfolio. Our team is focused in the US market to provide exemplary service to our customers related to implementations, customer service, and relationship management.

In my other gig, I volunteer as the treasurer and adult leader for a local cub scout pack. I am also an avid skier and overall mountain-lover with bucket list items that include skiing in Tyrol, Austria and hiking all 53 "14ers" in Colorado.

Sign up to view all