Lisa Smith
Login to view DISC.Lisa is the Managing Partner and a founder of GreenLine Consultants, a firm specializing in wealth management and financial services. With an MBA from Babson, she has extensive experience leading large-scale technology and integration projects for major firms like Fidelity Investments, Kestra Financial, and Flagstar Bank, focusing on IT strategy and client services.
Outside of her direct work, Lisa is passionate about professional relationships and leadership. She actively engages with her network, attending industry events to connect with colleagues and stay passionate about the future of finance. She values and praises empowering leadership qualities in others.
After leading major programs at large banks and investment firms, she founded her own consultancy.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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