Client Service Coordinator
Lisa joined our firm in 2014, as a client service coordinator. Lisa came to us from the pharmaceutical industry, where she was responsible for overseeing the filling production and managing the data reporting process that was required by the FDA and EMA. Her attention to detail and strong organization skills are a huge asset in her client service coordinator role, and we are very lucky to have her!
As a client coordinator, client and management support for financial, investment and tax related matters. Lisa and her husband Brad live in Macedonia, and have three children, two dogs and a cat which keep her very busy on her time off.