Lisa Puleo

SVB, Director

Linkedin

Career Highlights

• Clear peak in high school when I was the fastest cashier at Stop & Shop in the 90's :) 

• Part of team building Wells Fargo Securities post 2008/2009 Financial Crisis to top 10 Equity Sales Team 

• Built go to market strategy for new territory from NY to Florida for RIA 

• Raised $1B in AUM during COVID 2020 while homeschooling 3 children in K, 2nd and 4th grade 

Failures

• Unsuccessful Founder of a Home Decor Design Startup in 2015 

Current Focus

• Rebuilding the SVB brand back to #1 

Hobbies

My 3 kids, Skiing, Boating, Yoga, Design, Travel, Wine

Talk to me about

• Managing family and career 

• Finding your inner Extrovert 

• Reading the room and EQ 

• Debt financing

• Cash management

• Managing risk 

I want to talk to you about

• How do you maximize output, stay organized, prioritize, and deliver in a dynamic market

• How can debt capital be most helpful to your Company or portfolio

• How do you think about banking and bank partners in this environment

• How do you think debt structures can evolve to provide more capital to more companies