Lisa M. Oakes
Lisa M. Oakes is a senior GFM manager and vice president of client services for CSC Global Financial Markets in the United States, where she manages the SPV Management Team in its delivery of corporate and accounting services solutions. She is responsible for monitoring internal compliance with procedures and policies surrounding the management of the SPVs, maximizing the use of technology to enhance the internal and external client experiences, and expanding into new business areas.
She has more than 30 years of management, customer service, and financial services experience, with an emphasis in trust tax and legal, investment management, and management of special purpose entities. Before joining CSC, Lisa was an assistant vice president for Griffin Corporate Services, a subsidiary of Wachovia, where she was responsible for managing a large portfolio of client relationships, the administrative support team, and developing policies and procedures to enhance client services. Lisa also held positions within Delaware Trust Capital Management and its predecessor parent organizations.
Lisa earned her paralegal certification from Widener University and currently attends Wilmington University as a business analyst major.