Profile
Ms. Lisa Dixon is Vice President at Legacy Capital Management, Inc. She joined Legacy Capital Management as Operations Manager in the fall of 2004.
She is responsible for daily operations including compliance, new accounts, reconciliation, and quarterly performance reporting.
Ms. Dixon has been in the financial services industry since 1983, beginning her career with Merrill Lynch.
In 1985, she moved on to Lexington Capital Management, where she spent nearly 8 years running the portfolio operations group and compliance division.
Barclays Global Investors recruited her in 1992 to manage its domestic portfolio accounting division.
She then joined E*Trade in 1998, where she was responsible for operations of its business services division.
Former positions of Lisa Dixon
| Companies | Position | End |
|---|---|---|
| Barclays Global Investors NA | Corporate Officer/Principal | 1997-12-31 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 1984-12-31 |
Legacy Capital Management, Inc.
 Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California. | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Legacy Capital Management, Inc.
Legacy Capital Management, Inc. Investment ManagersFinance Founded in 1993 by Joe Milam, Legacy Capital Management, Inc. is a registered investment advisor located in Roseville, California. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
| Barclays Global Investors NA | Finance |
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