Skip to Content

Lisa Mullaney

Lisa Mullaney

Lisa Mullaney

Director, Strategic Client Development

Fifth Third Private Bank

Lisa serves as Director of Strategic Client Development for the Business Transition Advisory Team. She is responsible for helping high-net-worth business owners navigate through the transition/sale process, focusing on both the personal and financial impacts before and after transition. 

Lisa previously served as Senior Director at Bank of New York Mellon and was responsible for strategic development of multi-generational families and established foundations and institutions. Lisa began her 20+ year financial services career in private equity and mergers and acquisitions and has broad experience across wealth management including estate planning, portfolio management, balance sheet optimization, debt strategies, business sales, and divorce protection. 

Conference Location

401 North High Street
Columbus, Ohio 43215
Tel: (614) 384-8600