Lisa Obeji, CRPC®, QPFC in

Lisa Obeji, CRPC®, QPFC

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Senior Vice President, Financial Advisor at Morgan Stanley
📍 Albuquerque-Santa Fe Metropolitan Area, United States

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

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Experience
22 Years
Current Role
Senior Vice President, Financial Advisor
Job Level
Leadership
Location
Albuquerque-Santa Fe Metropolitan Area, 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

2-2014
Senior Vice President, Financial Advisor
Morgan Stanley
2010 - 2014
Treasurer
NAWBO New Mexico
8-2009 - 8-2013
Investment Manager
REDW
2013 - 2013
Leadership Sandoval 2013
Rio Rancho Chamber of Commerce
2007 - 2009
Investment Manager
CPA Wealth Advisor
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2005
Computer Science
El Camino College
2001 - 2001
Travel Agent
Trav-l-World
1978
Diploma
Bryan High School
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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