Lisa Kops-Wendel, AIF®, MBA in

Lisa Kops-Wendel, AIF®, MBA

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President at Wendel Financial Group
📍 Westfield, New Jersey, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
37 Years
Current Role
President
Job Level
Senior
Location
Westfield, New Jersey, United States
Personality Overview

How Lisa shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Lisa cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2016
President
Wendel Financial Group
8-2009
Investment Advisor Representative & Registered Principal
United Planners Financial Services
3-1999 - 8-2009
Investment Advisor Representative
Waterstone Financial Group
3-1996 - 3-1999
Senior Vice President
Mondex/MasterCard International
12-1989 - 11-1995
Vice President, Global Debit Services
MasterCard International
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
BA
Rutgers University
DESCAF (MBA)
École Supérieure de Commerce Et de Management - ESCEM
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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