Client Relationship Coordinator
Lisa is Sapers & Wallack’s Client Relationship Coordinator and has worked in financial services for 20 years.
Lisa began her career in Mutual Fund Administration where she worked for nine years with an area Financial Services Transfer Agent. She obtained her securities licenses in 2008, working in Retail Brokerage Operations for two large area Brokerage firms. More recently she entered the RIA space.
Lisa obtained her Bachelors degree from Princeton University. She holds her Series 7, Series 66 and MA Insurance licenses.Contact us