Training Doyens

Lisa M. Marsden Lisa M. Marsden President, Coulter Strategic Services Years of Experience:  30+ years Areas of Expertise:  Financial Services Coulter Strategic Services provides Financial Advisors and compliance consulting firms with compliance and project management services and customized compliance training. Prior to 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 is the 2017 President of the Financial Planners Association of South Florida.