Lisa Iagatta, Director of Account Management for Investment Services at Fiserv is responsible for North American client relationships for Fiserv TradeFlow™ and MessageBroker™ solutions. As a member of the investment community since 1991, Lisa has deep experience in front, back and middle office operations.
Her prior role at Fiserv was as Senior Business Solutions Strategist – Advisory within the Risk and Compliance division. Before Lisa’s arrival at Fiserv, she held the position of Vice President of Global Wealth Investment Management for Columbia Investment Operations at Bank of America. Earlier, Lisa was Vice President of Investment Operations at Eaton Vance Management where she established and managed an operations department supporting front, middle and back office operations focused on high net worth (HNW) investors.
Among her accomplishments, Lisa earned the designation of Securities Industry Professional (SIP) through the Securities Operations Forum, a division of the Summit Group in July 2012. She went on to successfully complete the Securities Industry Institute (SII) program at The Wharton School through SIFMA in March 2014.
Since 2012, Lisa has served as a co-chair on the International Securities Association for Institutional Trade Communication (ISITC) Reconciliation Working Group. Her elected positions with ISITC include the ISITC Board of Directors as executive sponsor for the Reconciliation and Reference Data Working Groups and the Vendor Forum (2014); Board of Directors Treasurer (2016); and most recently, as ISITC Vice Chair (2017).
Lisa received her undergraduate degree from the University of New Hampshire. She is a graduate of Harvard University and holds an advanced degree in Business Management and Administration with concentration in Finance.