Lisa M Mccann

Current Employers

Employment History

• 11/2024 → 05/2025
  Northwestern Mutual
  Milwaukee, WI
• 12/2024 → 05/2025
  Northwestern Mutual
  Greenwood Vlg, CO
• 12/2013 → Present
  Vi Bhakti Ventures Formerly Cs Policy And Dba Cs Ventures
  Centennial, CO
• 08/2025 → Present
  Vi-Bhakti Ventures Trade Name Seva Wealth Management
  Centennial, CO
• 05/2025 → Present
  Lisa Mccann, Sole Proprietor
  Centennial, CO
• 08/2007 → 12/2021
  University Of Colorado Denver, School Of Public Affairs
  Denver, CO
• 09/2013 → 10/2018
  Colorado Department Of Revenue
  Denver, CO
• 03/2013 → 12/2017
  Colorado Department Of Revenue
  Denver, CO
• 06/2016 → 07/2017
  Denver Health And Hospital Authority
  Denver, CO

Other Businesses

1. CEO, Vi-Bhakti Ventures, formerly CS Policy and DBA CS Ventures, Investment-related, 6182 S Marion Way, Centennial, CO, 80121-2619, USA, Start date: 3/15/2020, Short term trading in options, futures, forex, and options on futures, 10 hours per week, 5 hours per week during securities trading hours. 2. Independent Insurance Agent, Non-investment related, May earn commissions from insurance companies, or insurance brokerage agencies, for sales of non-variable life, health, Medicare, annuity, disability and/or long-term care insurance products. 3. Assistant CFO, Colorado Satsang Society, Non-profit, Non-investment related, 6182 S. Marion Way, Centennial, Colorado, 80121-2619, USA, Start date: 5/4/2024, 6-20 hours per month, 0-5 hours per month during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-15
• S63 Uniform Securities Agent State Law Examination
  2025-02-15

Other Names

• Lisa Marie Mccann
• Lisa Mccann