Lisette Nelson | Director of Investment Operations
Lisette joined IWC in March 2023, although the newest member on our team she comes with 23 years of experience in the financial industry in a variety of roles including Director of Client Services and interim COO. She has been recognized as winner of several industry awards for her exceptional client service. With her wealth of knowledge in investment relations, client services, operations, and management, Lisette provides world class service to all our clients.
As part of the leadership team, Lisette is responsible for the oversight and supervision of all IWC investment operations, strategic growth, compliance, and staying on top of industries standards. Overseeing all client investment accounts and relationships, she ensures each client receives the personal service IWC believes in.