Lisa has over 16 years of financial services experience. As a Team Associate, she is responsible for supporting our Financial Advisors and their clients. She always provides high quality service in all her interactions with clients, prospects, and internal partners, while protecting the confidentiality of information. In addition, she assists the Program Manager by strengthening the internal partnerships and with the development and execution of internal process operations. Lisa has been with Workers Credit Union for 14 years. She has experience in various roles within Retail, Marketing, Information Technology and Learning & Development. Lisa is technology and process driven, bringing with her a unique range of skills and industry knowledge.