Lisha is the Head of the Innovation Studio in the Planning and Development Division of Vanguard. Previously, she served as a Client Executive in the High Net Worth retail division where she and her leadership team oversaw a $65B client base and was also responsible for contributing to the strategy and execution of the client experience across various channels including digital. Lisha also previously served as Head of Services Design and Strategy in the intermediary division, where she created the services menu and applied design thinking and lean methodologies to create service offerings, tools, and experiences for advisors across platforms. Other past roles include intermediary sales management, Portfolio Review Group, and Client Experience Project Management. Prior to joining Vanguard, Lisha worked for NYLife Securities and Eagle Strategies as a financial advisor and also as Sales Development Manager, overseeing a branch office of advisors.
Lisha earned her B.S. from the Stern School of Business at NYU in Finance and Marketing and a MBA from the Tuck School of Business at Dartmouth. She holds the CFP designation and a Masters of Strategic Design and Management program from the Parsons School of Design.