Lisa Dyer Email and Phone Number
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Lisa Dyer personal email
Lisa Dyer phone numbers
With 20 years of experience in the wealth management industry, I am currently the SVP and Director of Operations at IMA Wealth, Inc. In this role, I oversee the daily operations and compliance of the firm, ensuring the highest standards of quality, efficiency, and customer satisfaction. I also partner with the Wealth and Retirement Plan Advisors to provide administrative support and collaboration in all aspects of client relationship. In addition to the oversight of compliance, I manage the client service team and operations staff including selection, performance management, coaching and development. Previously, I was the Wealth Administrator Supervisor at INTRUST Bank, where I supervised the administration team and ensured compliance. I hold a Bachelor of Business Administration in Accounting from Friends University and I have completed the American Bankers Association Graduate Trust School. My core competencies include operations management, analytical, teamwork, customer service, and compliance. I am passionate about providing excellent service and solutions to our clients and helping them achieve their financial goals. I am also committed to continuous learning and improvement, and I value diversity and inclusion in the workplace. I am excited to be part of the IMA Wealth team and contribute to its mission and vision.
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Director Of OperationsIma Advisory Services, Inc.Wichita, Ks, Us
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Svp & Director Of OperationsIma Wealth, Inc. Dec 2019 - Present
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Vice President & Operations ManagerIma Wealth 2018 - Dec 2019Wichita, Kansas Area
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Operations ManagerIma Wealth Feb 2018 - 2018Wichita, Kansas Area
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Wealth Administrator SupervisorIntrust Bank 2015 - Feb 2018Wichita, Kansas• Supervises Administration staff including selection, performance management, coaching and development • Ensures compliance in development of processes and procedures • Provides administrative collaboration with Wealth & Trust Advisors in all aspects of client relationship -
AdministratorIntrust Bank 2006 - 2015Wichita, Ks• Assist Relationship Manager with all aspects of client relationship• Execute day to day trust and investment management administration • Coordinate and oversee workflow of client accounts • Take lead on new projects and assist in training other Administrators• Maintain strict standards of confidentiality and professionalism
Lisa Dyer Skills
Lisa Dyer Education Details
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Accounting -
American Bankers Association Graduate Trust School -
American Bankers National Trust School
Frequently Asked Questions about Lisa Dyer
What company does Lisa Dyer work for?
Lisa Dyer works for Ima Advisory Services, Inc.
What is Lisa Dyer's role at the current company?
Lisa Dyer's current role is Director of Operations.
What is Lisa Dyer's email address?
Lisa Dyer's email address is li****@****ank.com
What is Lisa Dyer's direct phone number?
Lisa Dyer's direct phone number is +131638*****
What schools did Lisa Dyer attend?
Lisa Dyer attended Friends University, American Bankers Association Graduate Trust School, American Bankers National Trust School.
What skills is Lisa Dyer known for?
Lisa Dyer has skills like Customer Service, Banking, Finance, Risk Management, Microsoft Outlook, Research, Management, Project Management, Training, Team Building, Business Process Improvement, Customer Relationship Management.
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