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Lisa Andrea Email & Phone Number
Client Service Associate
at
Modera Wealth Management
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Service Associate
Location
Charlotte, North Carolina, United States
Company size
Who is Lisa Andrea? Overview
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Quick answer
Lisa Andrea is listed as Client Service Associate at Modera Wealth Management, a with 190 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Lisa Andrea.
Lisa Andrea previously worked as Customer Service Associate at Modera Wealth Management and Administrative Assistant at Modera Wealth Management. Lisa Andrea holds Bs, Human Development, Counseling And Family Studies from University Of Rhode Island.
Company email context
Email format at Modera Wealth Management
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Modera Wealth Management
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Profile bio
About Lisa Andrea
I have over 30 years’ experience in the workforce. I am an experienced teacher with over 25 years in the education industry. Currently, my path has taken me to Charlotte, NC where I work as an Administrative Assistant in finance. Although I have thoroughly enjoyed my role in my current position, I am seeking to broaden my skill set to new and different opportunities. Many of the traits and abilities I have acquired over the years as a teacher, are easily transferable to countless occupations. These include, but are not limited to, adaptability, creativity, communication, collaboration, patience, problem solving, and great organizational and time-management skills. In my past roles, I have collaborated with a team of people daily. I am excited for the opportunity to bring my collaboration and organizational skills to contribute to the success of your company.
Current workplace
Lisa Andrea's current company
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Modera Wealth Management
6 roles
Lisa Andrea work experience
A career timeline built from the work history available for this profile.
Customer Service Associate
Current
Oct 2024 - Present
Administrative Assistant
CurrentComplete and track completion of client related tasks in an accurate and timely manner ensuring properly updating system software with client and other relation information. Follow processes and procedures related to client data gathering and document creation; assisting the client service team. Manage all tasks pertaining to the office environment including tracking/ordering supplies, organizing company documents and maintaining office appearance.
Sep 2022 - Present
Educator
Fulton County Public Schools
Mild Intellectual Disabilities Teacher (grades 2-5) 2016- 2022Kindergarten Teacher (2012-2016)Special Needs Kindergarten Teacher (2010-2012)Pre Kindergarten & Kindergarten Teacher (2003-2007)Delivered specifically designed instruction for special needs students in both a self contained setting, as well as a general education setting. Developed and implemented IEP goals and objectives to help meet the needs of all students. Systemically gathered analyzed, and used relevant data to measure student progress, guide instructional content and delivery methods, and provided timely feedback to students, parents, and district staff.
Jan 2003 - May 2022
Customer Support Representative, Marketing Coordinator, Accounting Assistant
Foresight Software
Applied IT skills to monitor and resolve application software product problems for clients. Efficiently managed activities and communication between Director of Marketing and outside vendors. Invoiced orders, renewed customer contracts, processed accounts receivable and payable transactions.
Jun 2001 - Jan 2003
Teacher
Kindergarten, 1st, and 2nd Grade Teacher Taught according to county and school standards, including the AKS (Academic Knowledge and Skills) and Gateway Test requirements.
Sep 1993 - May 2001
Team & coworkers
Colleagues at Modera Wealth Management
Other employees you can reach at moderawealth.com. View company contacts for 190 employees →
JZ
Joy Zaykoski
Colleague at Modera Wealth ManagementBiddeford, Maine, United States
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JP
Jonie Parks, Cfp®
Colleague at Modera Wealth ManagementCharlotte, North Carolina, United States
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ER
Edwin R. Baldrige Iii
Colleague at Modera Wealth ManagementAllentown, Pennsylvania, United States
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JZ
Jock Zollinger
Colleague at Modera Wealth ManagementCharlotte, North Carolina, United States
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BC
Brett Caldwell, Cpa, Cfp®
Colleague at Modera Wealth ManagementInverness, Florida, United States
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TK
Tom Kolefas
Colleague at Modera Wealth ManagementWestwood, New Jersey, United States
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JS
J. Scott Kittrell, Cfp®, Cdfa®
Colleague at Modera Wealth ManagementSouthern Pines, North Carolina, United States
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MD
Michael D. Gibney, Cfp®, Cap®, Aif®
Colleague at Modera Wealth ManagementNew York City Metropolitan Area, United States
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KK
Karen Keatley, Cfa, Cfp®
Colleague at Modera Wealth ManagementCharlotte, North Carolina, United States
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BC
Betsy Cunagin
Colleague at Modera Wealth ManagementAsheville, North Carolina, United States
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Joy Zaykoski
Colleague at Modera Wealth ManagementBiddeford, Maine, United States
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JP
Jonie Parks, Cfp®
Colleague at Modera Wealth ManagementCharlotte, North Carolina, United States
View →
ER
Edwin R. Baldrige Iii
Colleague at Modera Wealth ManagementAllentown, Pennsylvania, United States
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JZ
Jock Zollinger
Colleague at Modera Wealth ManagementCharlotte, North Carolina, United States
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BC
Brett Caldwell, Cpa, Cfp®
Colleague at Modera Wealth ManagementInverness, Florida, United States
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TK
Tom Kolefas
Colleague at Modera Wealth ManagementWestwood, New Jersey, United States
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JS
J. Scott Kittrell, Cfp®, Cdfa®
Colleague at Modera Wealth ManagementSouthern Pines, North Carolina, United States
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MD
Michael D. Gibney, Cfp®, Cap®, Aif®
Colleague at Modera Wealth ManagementNew York City Metropolitan Area, United States
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KK
Karen Keatley, Cfa, Cfp®
Colleague at Modera Wealth ManagementCharlotte, North Carolina, United States
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BC
Betsy Cunagin
Colleague at Modera Wealth ManagementAsheville, North Carolina, United States
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2 education records
Lisa Andrea education
Bs, Human Development, Counseling And Family Studies
Master Of Education - M.Ed, Education
FAQ
Frequently asked questions about Lisa Andrea
Quick answers generated from the profile data available on this page.
What company does Lisa Andrea work for?
Lisa Andrea works for Modera Wealth Management.
What is Lisa Andrea's role at Modera Wealth Management?
Lisa Andrea is listed as Client Service Associate at Modera Wealth Management.
Where is Lisa Andrea based?
Lisa Andrea is based in Charlotte, North Carolina, United States while working with Modera Wealth Management.
What companies has Lisa Andrea worked for?
Lisa Andrea has worked for Modera Wealth Management, Fulton County Public Schools, Foresight Software, and Gwinnett County Public Schools.
Who are Lisa Andrea's colleagues at Modera Wealth Management?
Lisa Andrea's colleagues at Modera Wealth Management include Joy Zaykoski, Jonie Parks, Cfp®, Edwin R. Baldrige Iii, Jock Zollinger, and Brett Caldwell, Cpa, Cfp®.
How can I contact Lisa Andrea?
You can use AeroLeads to view verified contact signals for Lisa Andrea at Modera Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Lisa Andrea attend?
Lisa Andrea holds Bs, Human Development, Counseling And Family Studies from University Of Rhode Island.
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