(916) 963-8726 | Email Lisa
Lisa joined the Retirement Plan Operations team in April 2018 and is responsible for delivering an outstanding client and employee experience through process improvements and technology innovation. Lisa has worked in the financial services industry for 25 years and has a broad range of experience in trading and operations. Lisa earned a B.S. Degree from California State University, Sacramento. She also enjoys hiking in the mountains, road biking and kayaking.
*Not registered with Royal Alliance Associates or Genovese Buford & Brothers Asset Management.