Lisa Small has over 18 years of experience in the banking and financial services industry. Lisa began their career in 2003 as a Compliance Manager and Investor Relations/Portfolio Administration at SunTrust Banks, Inc.-Baker Street Asset Management. In 2007, they moved to Visor Alternative Investments, LLC as the Director of Compliance and Operations. Lisa then joined Ambata Capital Partners as Compliance and Operations in 2008. In 2010, they began working at SunTrust Bank as a Business Relationship Manager and Project Manager. In 2017, they took on the role of First Vice President Wholesale Business Information Office Sales Enablement at SunTrust. In 2018, they began working at Ingo Money as a Strategic Project Manager and at SunTrust as Manager SunTrust Audit Services. In 2019, they joined Warren Averett as a Business Development Manager, and in 2021 they began working at Momnt as a Bank Partnership Manager.
Lisa Small has a Bachelor of Business Administration (BBA) from Kennesaw State University, which they obtained in 1989 after studying Business Administration and Management, General from 1985-1989. Lisa has also obtained several certifications, including a Certified Enterprise Risk Professional from the American Bankers Association in 2020, a Certified BSA/AML Professional (CBAP) from ICBA in 2021, a Certificate in Operational Risk Management and a Certificate in Risk Management Frameworks from the American Bankers Association, a Certified Pet Dog Trainer from Animal Behavior College, Change Management, and Leadership Excellence (Webinar Series) from Kennesaw State University.
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