Lisa Sweeney

Lisa Sweeney has extensive experience in the financial services sector, currently serving as HTC at The Haverford Trust Company since July 2017. Prior to this role, Lisa worked at UBS as a Registered Representative from September 2014 to July 2017 and at Merrill Lynch-The Moran Group as a New Business Coordinator from August 2005 to August 2014, where effective marketing and client relationship strategies were implemented. Earlier in Lisa's career, from December 1989 to February 1994, Lisa held the position of Investment Officer at Rittenhouse Capital Management, facilitating communication between Portfolio Managers and the brokerage community while developing marketing efforts and sales campaigns.