Lisa Marsden

Lisa M. Marsden, IACCP ®, is the President and Founder of Coulter Strategic Services, LLC. Coulter Strategic Services, LLC provides Financial professionals and compliance consulting firms with compliance and project management services and customized compliance training. Coulter Strategic Services, LLC also provides financial regulatory compliance education to advisory firms, industry conferences, webinars, and at the collegiate level for those seeking financial degrees. Prior to starting Coulter Strategic Services, LLC, Lisa was a partner and member of the C-Suite at Financial Advisory Firms in Florida. She holds a degree in computer programming from Keiser University and the Investment Advisor Certified Compliance Professional Designation and is a CFA Investment Foundations Certificate Holder. Lisa proudly served as the 2017 President of the Financial Planners Association of South Florida and was a Board member for several years. Lisa is currently a member of the FPA of South Florida, the CFA Society of South Florida, the Florida Securities Dealer Association, and the National Society of Compliance Professionals.