Lisa H. Email and Phone Number
Excellence in Customer Service & Management for 10+ years! Successfully managed a book of 200+ clients. Increased company sales revenues up to 50%. Demonstrated leadership in the community and career having led 20+ teamsI've excelled with the companies I’ve worked for, but at that time in life I had an even more important job, being a mom. Now that she's a healthy, happy young adult I have the time and energy to discover the career I want, and I have the freedom to excel. I'm excited to start this next chapter in my life!
Financial Sense® Wealth Management
View- Website:
- financialsense.com
- Employees:
- 11
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Chief Executive OfficerFinancial Sense® Wealth ManagementSan Diego, Ca, Us -
Chief Operating OfficerFinancial Sense® Wealth Management Oct 2024 - PresentSan Diego, California, United States -
Office ManagerFinancial Sense® Wealth Management Apr 2024 - Oct 2024San Diego, California, United States -
Life Insurance SpecialistSymmetry Financial Group Nov 2023 - PresentIf you'd like more information on how to work for yourself with the support of a great company and the opportunity to work hard and reap the benefits for yourself with endless financial possibilities then contact me at 619-354-1247. No experience required, just a desire to succeed! -
Secretary/Treasurer Board Of DirectorsThe Community Food Connection Jun 2021 - PresentPoway, California, United StatesI love giving back to my community and helping people in need! I participate in both the Operations and BOD monthly meetings as well as head up the Oasis system used for tracking our food distributions, and the team using the system. I am doing everything from training the new Oasis Team members, reconciling the books on QBO to create reports for presenting to the BOD, writing up the minutes for our meetings, to leading a team at distributions weekly, so I get to see the full circle of our program.
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Account ExecutiveSolstice Tax Solutions, Inc. Dec 2020 - Jan 2023San Diego County, California, United StatesCo-owner of the CPA practice and assistant to the CPA. Managing the office and client communications for the maintenance and growth of our client base. Developing new systems to streamline the workflow and ensure consistent service to our clients. Data entry with knowledge of retirement accounts, rental property income, stocks, K-1s, W-2s, property taxes, and much more. Customer service.
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Branch ManagerKeybank May 2017 - Jun 2019AnacortesNorthwest boat lending specialist, Million dollar club award, home loans, account specialist, trainer, auditor, staffing, problem resolutions, managed staff of up to 10, scheduling, promoting, coaching, and so much more! Successfully (and depending on staffing sometimes solely) met and exceeded sales goals for the branch, while managing staff, regularly self auditing for compliance, and hitting our client satisfaction score requirements. All to maintain a fun day-to-day atmosphere where clients and staff truly enjoyed spending time or visiting! -
Customer Service Manager/Senior Personal BankerKeybank Apr 2012 - May 2017AnacortesBoat loans, home equity loans and lines, personal unsecured loans and lines of credit, new accounts, CDs, retirement accounts, branch operations, audits, partner referrals, exceed client service goals and more. -
Senior Personal BankerBank Of America Nov 2009 - Apr 2012Anacortes -
Director Of Client RelationsStarr Map Company Apr 2008 - Jun 2009La Conner, WaAs the franchisor company of over 25 franchisees I coordinated and planned meetings, communicated and tracked goals, created and managed projects to completion, main contact between the franchisor and franchisees.
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Customer Service ManagerWhidbey Island Bank, A Division Of Heritage Bank Apr 2005 - Apr 2008Anacortes -
Personal Banker, Client Services ManagerBank Of America Apr 2001 - Apr 2005Anacortes
Frequently Asked Questions about Lisa H.
What company does Lisa H. work for?
Lisa H. works for Financial Sense® Wealth Management
What is Lisa H.'s role at the current company?
Lisa H.'s current role is Chief Executive Officer.
Who are Lisa H.'s colleagues?
Lisa H.'s colleagues are Joshua Nunn, Logan Randolph, Katrina Bathgate, William Puplava, Nicholas Kile, Crystal Colbert, Cfp®, Xavier Stonehouse.
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