Lisa Bruce
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Lisa Bruce Email & Phone Number

Client Relationship Manager at Strategies for Wealth
Location: Oceanside, New York, United States 7 work roles 2 schools
1 work email found @strategiesforwealth.com 3 phones found area 516 and 212 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email l****@strategiesforwealth.com
Direct phone (516) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Client Relationship Manager
Location
Oceanside, New York, United States
Company size

Who is Lisa Bruce? Overview

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Quick answer

Lisa Bruce is listed as Client Relationship Manager at Strategies for Wealth, a with 224 employees, based in Oceanside, New York, United States. AeroLeads shows a work email signal at strategiesforwealth.com, phone signal with area code 516, 212, and a matched LinkedIn profile for Lisa Bruce.

Lisa Bruce previously worked as Membership Coordinator at National Association Of Professional Women (Napw) and Waitress at West End Café. Lisa Bruce holds Ba, Arts And Humanities; Media Studies from Cuny Queens College.

Company email context

Email format at Strategies for Wealth

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{first}_{last}@strategiesforwealth.com
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AeroLeads found 1 current-domain work email signal for Lisa Bruce. Compare company email patterns before reaching out.

Profile bio

About Lisa Bruce

Experienced Executive Assistant & Client Relationship Manager with a demonstrated history of working in the financial services industry. Skilled in Microsoft Office, business management, event planning, life insurance and property & casualty insurance. Graduate of CUNY Queens College.

Listed skills include Microsoft Office, Social Media, Video Production, Final Cut Pro, and 20 others.

Current workplace

Lisa Bruce's current company

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Strategies for Wealth
Strategies For Wealth
Client Relationship Manager
new york, new york, united states
Employees
224
AeroLeads page
7 roles

Lisa Bruce work experience

A career timeline built from the work history available for this profile.

Client Relationship Manager

Current

Provide support to one of the company’s top Financial Representative and his clientsManage client relationships with a business of 300+ clients. Act as a liaison between clients and life insurance and investment firms to ensure proper communication and smooth transactionsHandle all client on-boarding and servicingPrioritize tasks and work in an efficient manner to help obtain monthly/yearly goals Identify and implement business opportunities for the practice

Jul 2013 - Present

Membership Coordinator

Sales of membership packages exceeding goals by 40%Managed over 400 new leads per week from outbound calls with the use of pitch techniques and sales tacticsManaged and provided support to over 150 clients on a weekly basis

Mar 2013 - Jul 2013

Waitress

West End Café

Set-up and closing of the restaurant, as well as general hospitality service.Used experience providing customer service, knowledge of Micros and Jonas POS.Propelled the growth of West End Café, as well as Market Bistro.

Mar 2012 - Mar 2013

Waitress

Provided service in three styles of dining: a la carte, banquet, and fast-order.Practiced ability to work well and remain calm under pressure, to adapt to a changing environment, to use effective communication, and maintain and improve upon my organizational skills.Received above average report on annual reviews, as well as elected responsible for training of new employees.

May 2008 - Jan 2012

Production Assistant

Assisted with the move and set up of on-location shooting, provided back-up support for the production teamApplied knowledge of TV production with video equipment, and ability to maintain, clean, and help set up equipment. Contributed to wrapping filming ahead of schedule.

Aug 2011 - Dec 2011

Production Intern

Rachael Ray

Answered phones, completed production runs, distributed company packages, stage page, worked with talent coordinator to research new talent, assisted in set up of stage, assisted with craft services.Used education of social groups to clearly communicate with all members of the staff in a genuine and proactive way. Contributed to a successful staging of the world’s largest cook off as well as the first ever 3D Halloween show.

Aug 2010 - Dec 2010

Receptionist

Provided administrative and secretarial support to the General Manager as well as the Assistant General Manager, such as answering numerous phone calls, distributing mail to the appropriate person(s), assisting visitors and resolving and referring a range of administrative problems and inquiries.Applied knowledge of Microsoft processing programs, organization, and accounts filing system.Ensured day-to-day operations ran smoothly while providing quality service to clients and fellow employees.

Aug 2002 - Aug 2006
Team & coworkers

Colleagues at Strategies for Wealth

Other employees you can reach at strategiesforwealth.com. View company contacts for 224 employees →

2 education records

Lisa Bruce education

Ba, Arts And Humanities; Media Studies

Cuny Queens College

Licensed Property And Casualty Insurance Broker

Pohs Institute
FAQ

Frequently asked questions about Lisa Bruce

Quick answers generated from the profile data available on this page.

What company does Lisa Bruce work for?

Lisa Bruce works for Strategies for Wealth.

What is Lisa Bruce's role at Strategies for Wealth?

Lisa Bruce is listed as Client Relationship Manager at Strategies for Wealth.

What is Lisa Bruce's email address?

AeroLeads has found 1 work email signal at @strategiesforwealth.com for Lisa Bruce at Strategies for Wealth.

What is Lisa Bruce's phone number?

AeroLeads has found 3 phone signal(s) with area code 516, 212 for Lisa Bruce at Strategies for Wealth.

Where is Lisa Bruce based?

Lisa Bruce is based in Oceanside, New York, United States while working with Strategies for Wealth.

What companies has Lisa Bruce worked for?

Lisa Bruce has worked for Strategies For Wealth, National Association Of Professional Women (Napw), West End Café, Rockville Links, and Entertainment Partners.

Who are Lisa Bruce's colleagues at Strategies for Wealth?

Lisa Bruce's colleagues at Strategies for Wealth include Rayyan Siddiqui, Nathan Snyder, John C. Ross, Beverly Gandy, and Gladys Gonzalez.

How can I contact Lisa Bruce?

You can use AeroLeads to view verified contact signals for Lisa Bruce at Strategies for Wealth, including work email, phone, and LinkedIn data when available.

What schools did Lisa Bruce attend?

Lisa Bruce holds Ba, Arts And Humanities; Media Studies from Cuny Queens College.

What skills is Lisa Bruce known for?

Lisa Bruce is listed with skills including Microsoft Office, Social Media, Video Production, Final Cut Pro, Work Well Independently, Superior Computer Skills, Organization And Prioritization Skills, and Close Attention To Detail.

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