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Lisa Marsden

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Lisa Marsden

Lisa Marsden is the President and Founder of Coulter Strategic Services. Coulter Strategic Services provides Financial Advisors and compliance consulting firms with compliance and project management services, allowing the advisor to focus on what they do best, provide their client’s with exceptional financial services. Coulter Strategic Services also provides customized compliance training. Prior to starting her own firm, Ms. Marsden was a partner and member of the C-Suite at Financial Advisory Firms in Boca Raton Florida. She has been in the financial services industry for over 25 years. Ms. Marsden has a degree in computer programming from Keiser University, and holds the Investment Advisor Certified Compliance Professional Designation and Claritas ® Investment Certificate, issued through the CFA Institute.

Live Webinar

Recorded Session

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By: Lisa Marsden

Recorded Session

Application Of New Cms Quality Indicator Process In Healthcare And Food Service

Quality measures are used to gauge how well an “Entity” provides care to its patients. Linking Value-based programs that reward health care providers with incentive payments for the qu…

Industry: Hospital and Healthcare   Duration: 90 Minutes  

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By: Lisa Marsden

Recorded Session

Third Party Vendor Risk Assessment for Financial Firms - Rules, Regulations and Best Practices

In the US Securities Exchange National Exam Program Risk Alert issued by the Office of Compliance Inspections and Examinations February 2017 "Five Most Frequent Compliance Topics Identified b…

Industry: Banking and Finance   Duration: 60 Minutes