Lisa Marsden ,IACCP® - PRESIDENT AND FOUNDER
Coulter Strategic Services provides Financial Advisors and compliance consulting firms with compliance and project management services and customized compliance training.
Before starting her own firm, Ms. Marsden was a partner and member of the C-Suite at Financial advisory firms in Florida.
Ms. Marsden has a degree in computer programming from Keiser University and holds the Investment Advisor Certified Compliance Professional Designation, and she is a CFA Investment Foundations Certificate Holder.
Ms. Marsden served on the Board of Directors and is a former President of the Financial Planners Association of South Florida. Ms. Marsden is an active member of the FPA of South Florida, CFA Society of South Florida, and the National Society of Compliance Professionals. Ms. Marsden is an expert compliance speaker and educator.