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Lisa W. Email & Phone Number

Financial Services Training Professional at Lendmark Financial Services
Location: United States 3 work roles
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✓ Verified Jul 2026 2 data sources Profile completeness 71%

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Current company
Role
Financial Services Training Professional
Location
United States
Company size

Who is Lisa W.? Overview

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Quick answer

Lisa W. is listed as Financial Services Training Professional at Lendmark Financial Services, a with 816 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Lisa W..

Lisa W. previously worked as Senior Regional Trainer at Lendmark Financial Services and Assistant Manager/Call Center Supervisor at Harborstone Credit Union.

Company email context

Email format at Lendmark Financial Services

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Lendmark Financial Services

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Profile bio

About Lisa W.

I am passionate about building relationships, promoting and inspiring growth and development. A professional trainer with 20 years experience in the financial services industry.

Current workplace

Lisa W.'s current company

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Lendmark Financial Services
Lendmark Financial Services
Financial Services Training Professional
lawrenceville, georgia, united states
Employees
816
AeroLeads page
3 roles

Lisa W. work experience

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

Senior Regional Trainer

Current

Washington, United States

Delivery of technical and sales training programs in live classroom and virtual environments.

Nov 2012 - Present

Assistant Manager/Call Center Supervisor

Lakewood, Washington

Financial services representative working in several leadership rolls at multiple branch locations.

Jan 2007 - Nov 2012

Licensed Personal Financial Representative

Puyallup, Washington

Assisted customers with banking needs including, but not limited to, investment products such as annuities, life insurance, and large certificates of deposit.

Apr 2004 - Jul 2006
Team & coworkers

Colleagues at Lendmark Financial Services

Other employees you can reach at lendmarkfinancial.com. View company contacts for 816 employees →

FAQ

Frequently asked questions about Lisa W.

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

What company does Lisa W. work for?

Lisa W. works for Lendmark Financial Services.

What is Lisa W.'s role at Lendmark Financial Services?

Lisa W. is listed as Financial Services Training Professional at Lendmark Financial Services.

Where is Lisa W. based?

Lisa W. is based in United States while working with Lendmark Financial Services.

What companies has Lisa W. worked for?

Lisa W. has worked for Lendmark Financial Services, Harborstone Credit Union, and Washington Mutal.

Who are Lisa W.'s colleagues at Lendmark Financial Services?

Lisa W.'s colleagues at Lendmark Financial Services include Kejuana Lee, Allen Bengtson, Linda Bartley, David Carrico, and Malissa Mills.

How can I contact Lisa W.?

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