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Alexis Lyon

Head of Fund Operations at Equi

Alexis Lyon is an experienced professional with a background in finance, business management, and operations.

Having studied Bachelor of Business Management with a focus on finance at Brigham Young University - Idaho, Alexis has a strong educational foundation.

In her career, Alexis has held various roles in different organizations, showcasing her versatility and expertise in the financial and operational aspects of businesses.

Currently serving as the Head of Fund Operations at Equi, Alexis oversees the operational functions related to funds at the organization.

Prior to Equi, Alexis worked at Forge where she held the positions of Director, Strategic Operations, Senior Operations Associate, and Operations Associate, demonstrating her progression and leadership capabilities.

Alexis also has experience in corporate finance, having worked as AVP, Corporate Finance at Golden Pacific Bancorp.

Her diverse experience includes roles at Assure Services as a Senior Associate, at Brad Lyon, Senior Associate Consultant for RLR Management Consulting as a Junior Banking Consultant, and at Renee A David, CPA as a Tax Preparer.

Additionally, Alexis has a background in academia, having served as a Teacher's Assistant at BYU-Idaho, showcasing her passion for education and learning.

Earlier in her career, Alexis gained practical experience in banking by working as an Administrative Assistant and Teller at San Luis Trust Bank.

Through her career journey, Alexis Lyon has developed a comprehensive skill set in finance, operations, strategic planning, and team leadership, making her a valuable asset in any organization she is a part of.

Alexis Lyon
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Location

San Francisco Bay Area