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Lisa Detanna
Senior VP, Investments. Managing Director @ Raymond James
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Lisa Detanna

Senior VP, Investments. Managing Director @ Raymond James
As a Raymond James managing director, Lisa Detanna works closely with Beverly Hills families and business owners in delivering sustainable financial solutions. In her current position, Lisa Detanna draws on more than two decades of local wealth management experience. Throughout the 1990s, Ms. Detanna served as a partner with Dabney/Resnick/Imperial, where she concentrated on portfolio development strategies for high-grade and high-yield bonds, as well as emerging markets and small-cap stocks. Knowledgeable about private placements and alternative investments, she coordinated efforts with a results-focused California developer. While holding a full-time position with the firm, she also completed an MBA in finance at Pepperdine University. Lisa Detanna has a longstanding commitment to her community, having volunteered with both the Beverly Hills Conference and Visitors Bureau and the Chamber of Commerce in tourism-promotion capacities. She has also teamed up with the Rodeo Drive Committee to facilitate special events, such as the Walk of Style and Beverly Hills on Ice. Reflecting sustained contributions to the Rotary Foundation, Ms. Detanna has been honored as a Paul Harris Fellow.
Raymond James
Pepperdine University
Beverly Hills, CA, USA

Professional Background

  • Current status
  • Profession
  • Fields
  • Work experience
  • Management
  • Highest level of education
    Master

Job search preferences

  • Desired job type
  • Desired positions
  • Desired work locations
  • Freelance

Work Experience

Senior VP, Investments. Managing Director

Dec 2011 - Present

Financial Advisor

Feb 2011 - Dec 2011
11 mos

Senior Vice President, Investments

Aug 1998 - Feb 2011
12 yrs 7 mos

Education

Master of Business Administration (MBA)
Finance
1990 - 1992
Bachelor of Arts (BA)
Business with an Emphasis in Psychology
1979 - 1985