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Lisa Dolan joined the Edward Jones Finance division in 2005 with responsibility for Tax and Partnership Accounting. In this role, she supervised the tax systems and processes supporting the firm’s 20,000 partners. She also assisted in the planning and coordination of the 2007, 2011 and 2015 limited partnership offerings.
Dolan was named a principal in 2007, and over time, her responsibilities expanded to include Financial and Regulatory Reporting, Expenditure Management, Compensation Accounting, and Finance Systems. In 2016, she assumed responsibility for Finance and was named a member of the Management Committee.
Before joining Edward Jones, Dolan served 17 years as a director in the tax services practice of KPMG. She was responsible for tax planning and consulting for both public and private companies, specializing in financial services.
Dolan is a certified public accountant who earned a bachelor’s degree in accounting and finance from Saint Louis University.