LM

Lisa D. McAuliffe

Portfolio Administrator at R.M. Davis

Lisa D. McAuliffe is an experienced financial professional specializing in treasury management and portfolio administration. Currently serving as a Portfolio Administrator at R.M. Davis since November 2020, Lisa previously held roles including Trust Administrator at Portland Trust Company and Treasury Services Officer at Androscoggin Bank. At Androscoggin Bank, responsibilities included acquiring new treasury relationships and increasing revenue through client management. Lisa also managed the cash management services at Northeast Bank, enhancing product offerings and strategies for client retention. Earlier in the career, Lisa worked as Northeast Treasury Manager at KeyBank, leading a team of treasury sales officers across the Northeast and advising clients on complex treasury solutions. Lisa holds a degree from the University of Maine.

Links

Previous companies

Northeast Bank logo
KeyCorp logo

Org chart