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Lisa Proctor
Plus aucun poste en cours
Finance
Consumer Services
Profil
Ms. Lisa Proctor is Accounting Associate at David Vaughan Investments, Inc.
Ms. Proctor joined David Vaughan Investments in June 2007.
Prior to that, she was Lead Teller and Personal Banker at BankPlus.
As Lead Teller, she supervised the tellers, oversaw day to day operations of the bank’s teller department, handled transactions and customer concerns and was responsible for vault and ATM balancing.
She also has several years of experience as a casino dealer and dual rate supervisor, where she was responsible for large monetary transactions and enforcing strict casino policies and procedures according to Gaming Board regulations.
Ms. Proctor is a graduate of Pekin High school and has taken general studies classes at Illinois Central College.
She lives in Peoria with her husband and daughter.
In her free time, she is very involved with her daughter’s activities, and also enjoys decorating her home, entertaining and spending time with family and friends.
Anciens postes connus de Lisa Proctor
| Sociétés | Poste | Fin |
|---|---|---|
BankPlus, FSB (Morton, Illinois)
 BankPlus, FSB (Morton, Illinois) Savings BanksFinance Federally chartered savings bank | Corporate Officer/Principal | - |
David Vaughan Investments LLC
 David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets. | Comptroller/Controller/Auditor | - |
Formation de Lisa Proctor
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
David Vaughan Investments LLC
David Vaughan Investments LLC Investment ManagersFinance DVI builds custom portfolios, each based on a client’s unique set of income and growth objectives, risk tolerance levels and tax considerations. The core DVI investment strategy involves managing client assets in an equity strategy with a long-term focus. The firm uses a combination of quantitative and qualitative research in determining which companies to include in equity portfolios. To complement their core equity strategy, the firm takes a conservative buy-and-hold approach to fixed income management, purchasing only high quality, investment-grade securities. The fixed income component of clients' portfolios generally carries an aggregate investment grade credit rating of A2 / A or higher. Certain client situations may require DVI to utilize a balanced or mutual fund based strategy for managing their assets. | Finance |
BankPlus, FSB (Morton, Illinois)
BankPlus, FSB (Morton, Illinois) Savings BanksFinance Federally chartered savings bank | Finance |
Peking University
 Peking University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
