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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL
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Lisa Zeeveld
CFO at Belay
Speaker

Profile

Lisa Zeeveld is the CFO of BELAY, the premier technology-enabled remote outsourcing organization in the United States, matching experienced U.S. based remote specialists with organizations across all industries. With her prior experience in wealth management and years in corporate finance for several Fortune 500 companies, she’s uniquely equipped to drive strategic initiative success by focusing on the company goals holistically. Passionately focused on exceptional service, dedication to team and data-driven decision making.

Agenda Sessions

  • Built to Scale: The Growth Infrastructure Behind Modern Wealth Firms

    , 10:55am
    View Session

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Peter Mallouk
President and CEO
Creative Planning

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