Lisa Banning Email and Phone Number
Lisa Banning work email
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Lisa Banning personal email
Accomplished retirement plan professional helping people on their path to success.
American Century Investments
View- Website:
- americancentury.com
- Employees:
- 1788
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Hr Senior Specialist - RetirementAmerican Century Investments Oct 2021 - Present
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Learning And Development ConsultantAmerican Century Investments Dec 2014 - Oct 2021
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Lead Specialist, Business Retirement ServicesAmerican Century Investments Jul 2014 - Nov 2014
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Investment Specialist, Business Retirement ServicesAmerican Century Investments Apr 2014 - Jun 2014
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Investment RepresentativeAmerican Century Investments Sep 2013 - Apr 2014
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Client Account Services RepresentativeThe Mutual Fund Store Feb 2011 - Aug 2013Reconcile various financial records for assigned client base. Also responsible for billing clients, preparing quarterly performance reports and helping advisors with reporting questions.
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Legal AssistantScaglia Law Firm Aug 2009 - Jun 2010Assisted attorney with docket management, legal documentation and office efficiencies.
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Program Manager, MarketingAmerican Century Investments 2006 - 2008Developed integrated marketing strategies using a variety of tactics to acquire clients, retain clients, increase sales and increase sales team efficiency.
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Marketing Project SpecialistAmerican Century Investments 2004 - 2006Responsible for executing marketing program tactics. Worked with agencies, internal and external business partners to ensure deadlines and standards were met and/or exceeded.
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Ira Rollover Team CoordinatorAmerican Century Investments 1998 - 2004Provided training, call coaching and mentoring to team dedicated with helping investors rollover former employer-sponsored retirement plans to IRA accounts.
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Business Retirement RepresentativeAmerican Century Investments 1996 - 1998Helped employees and employers associated with small-business retirement plans with their investments. This included helping employers identify the right plan for their business and then also helping employees invest for their retirement.
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Investor Services RepresentativeAmerican Century Investments 1993 - 1996Helped direct investors with selecting the appropriate mutual fund(s) for their portfolio, problem resolution and account transactions.
Lisa Banning Skills
Lisa Banning Education Details
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Mba -
Human Resources -
Raytown High School
Frequently Asked Questions about Lisa Banning
What company does Lisa Banning work for?
Lisa Banning works for American Century Investments
What is Lisa Banning's role at the current company?
Lisa Banning's current role is Equity and Retirement Plan Administration at American Century Investments | MBA.
What is Lisa Banning's email address?
Lisa Banning's email address is lb****@****att.net
What schools did Lisa Banning attend?
Lisa Banning attended Baker University, University Of Central Missouri, Raytown High School.
What skills is Lisa Banning known for?
Lisa Banning has skills like Marketing Strategy, Crm, Mutual Funds, Management, Marketing, Sales, Financial Services, Program Management, Relationship Management, Direct Marketing, Process Improvement, Sales Operations.
Who are Lisa Banning's colleagues?
Lisa Banning's colleagues are Robert Bell, Michall Holmes, Carolyn Ink, Clark Hoff, Marek Michejda, Elizabeth Xie, Barbara Brady.
Not the Lisa Banning you were looking for?
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Lisa Banning, CFP®
Mission Viejo, Ca1fmncc.com -
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1tcnj.edu
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