Topline | Lisa Margeson

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Lisa Margeson

Managing Director, Retirement Researc... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Bank Of America</span>

Intro Book

Seasoned marketing executive with 30+ years of experience in marketing strategy and financial services.

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Location

Boston, Massachusetts, United States, US

Skills

Marketing
Marketing Management
Marketing Strategy
Marketing Communications
Strategic Communications
Communications Planning
Creative Services
Financial Services
Investment Management
Retirement Savings
Qualified Retirement Plans
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Lisa Margeson has over 30 years of experience in marketing and financial services, which is extremely valuable. She has held senior leadership positions at top institutions, including Bank of America and CitiStreet. Her education from Brown University and Boston University adds prestige. Skills like marketing strategy, communications planning, and financial services are in high demand. Location is Boston, MA, which is a hub for financial services. Considering her experience, education, and skills, I would estimate her hourly rate to be around $250. This is slightly higher than the average marketing executive, but her experience and credentials justify it. Some top marketing executives in the industry can charge upwards of $300 per hour, but Margeson’s background and skills place her in the higher end of the market.

Bio

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Topline AI

Lisa Margeson is a seasoned marketing executive with over 30 years of experience in marketing strategy, communications planning, and financial services. She has held senior leadership positions at top financial institutions, including Managing Director at Bank of America and Chief Marketing Officer at CitiStreet. Margeson holds an MBA from Boston University and a degree in Math-Economics from Brown University.

Experience

Bank Of America
- Managing Director, Retirement Research & Insights
Bank of America
- Boston, Massachusetts, United States
- Managing Director, Retirement Research & Insights
  - 2020 - Present
  - Boston, Massachusetts, United States
Bank of America Merrill Lynch
- Boston, MA
- Managing Director, Head of Retirement Client Experience & Communications
  - 2017 - 2020
  - Boston, MA
Voya Financial
- Braintree, MA
- Head of Retirement Marketing, Communications & Creative
  - 2008 - 2016
  - Braintree, MA
CitiStreet
- Quincy, MA
- Chief Marketing Officer
  - 2000 - 2008
  - Quincy, MA
State Street
- Boston, MA and Quincy, MA
- Senior Vice President, Communication & Education
  - 1995 - 2000
  - Boston, MA and Quincy, MA
Fidelity Investments
- Boston, MA
- Marketing Director, Bank Market
  - 1986 - 1995
  - Boston, MA

Education

1980 - 1984

Brown University

1980 - 1984
1989 - 1993

Questrom School of Business, Boston University

1989 - 1993

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Lisa Margeson

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate