Lisa Vilge
Beaverton,OR
Summary
Client service professional with experience in marketing and financial services. I began my career in Israel working in digital marketing and managing campaigns for international clients. In 2021, after moving to the United States, I started a new career path in the financial industry with Stifel Financial. Since then I have gained experience in brokerage operations, client service, and supporting financial advisors. Fully licensed with SIE, Series 7, and Series 66 and motivated to continue growing in wealth management.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Registered Client Service Associate
Stifel Financial Corp.
Portland, OR
04.2026 - Current
- Support financial advisors and clients with brokerage account servicing, account maintenance, transfers, and client requests. Help process transactions and operational requests while ensuring compliance with firm and regulatory requirements. Lead initiatives to refine operational workflows, optimizing efficiency in client service operations.
Client Service Associate
Stifel Financial Corp.
Portland, OR
09.2021 - 03.2026
- Provided operational and administrative support to advisors and clients. Assisted with account openings, transfers, and account maintenance while maintaining strong client relationships and resolving service issues. Coordinated communications between clients and financial advisors to optimize service delivery. Assisted in identifying client needs, contributing to tailored financial solutions and strategies.
Account Supervisor (International Clients)
MediaNet Interactive
Tel Aviv
01.2014 - 01.2017
- Managed digital marketing campaigns for international clients, coordinated with media buyers and technical teams, monitored campaign performance, and prepared reports.
Account Manager
MediaNet Interactive
Tel Aviv
01.2012 - 01.2014
- Managed and optimized digital marketing campaigns, analyzed performance data, and worked directly with clients to support marketing goals. Collaborated with cross-functional teams to deliver tailored solutions meeting client needs.
Education
B.A. - Political Science
Tel Aviv University
Tel Aviv, Israel2012
B.A. - Media & Communications
Tel Aviv University
Tel Aviv, Israel2012
Skills
- Client Relationship Management
- Brokerage Account Servicing
- Account Opening & Maintenance
- Trade & Transaction Support
- Skilled in Salesforce, Microsoft Office, Addepar
- Empathy and patience
- Organizational proficiency
- Strong interpersonal skills
Websites
Certification
- Series 7 – General Securities Representative
- Series 66 – Uniform Combined State Law
- Securities Industry Essentials (SIE)
Languages
English
Hebrew
Russian
Timeline
Registered Client Service Associate
Stifel Financial Corp.
04.2026 - Current
Client Service Associate
Stifel Financial Corp.
09.2021 - 03.2026
Account Supervisor (International Clients)
MediaNet Interactive
01.2014 - 01.2017
Account Manager
MediaNet Interactive
01.2012 - 01.2014
B.A. - Political Science
Tel Aviv University
B.A. - Media & Communications
Tel Aviv University