Deals & People March 15, 2010
Black Diamond Brings on Fidelity Executive
Karen Lisowski has joined Black Diamond Performance Reporting as vice president of sales.
Reported by PLANADVISER Staff
In this position, Lisowski will oversee client relationships and
business development for the Western part of the U.S for Black Diamond,
a provider of an outsourced investment performance reporting tool for
advisors and wealth managers. She will be based in the San Francisco
Bay Area and will focus on developing relationships with independent
financial advisers and wealth managers in the Western part of the U.S.
Most recently, Lisowski was a VP of retirement plan sales and relationship management to registered investment advisers (RIA) for Fidelity Investments, While at Fidelity, she also held senior roles in technology consulting and product management for Fidelity’s RIA division.
This hire is part of a growing and experienced team servicing the RIA industry for Black Diamond, including the most recent addition of former Schwab Advisor Services executive, David Welling, who joined as Chief Solutions Officer earlier this year. Lisowski will report to Welling, who is a member of the Black Diamond senior management team and oversees sales, marketing, product management, and client solutions.
Most recently, Lisowski was a VP of retirement plan sales and relationship management to registered investment advisers (RIA) for Fidelity Investments, While at Fidelity, she also held senior roles in technology consulting and product management for Fidelity’s RIA division.
This hire is part of a growing and experienced team servicing the RIA industry for Black Diamond, including the most recent addition of former Schwab Advisor Services executive, David Welling, who joined as Chief Solutions Officer earlier this year. Lisowski will report to Welling, who is a member of the Black Diamond senior management team and oversees sales, marketing, product management, and client solutions.