Lisa Pike

Lisa Pike Email and Phone Number

Client Relationship Manager at Peabody Wealth Advisors @ Peabody Wealth Advisors
Lisa Pike's Location
Greater Boston, United States, United States
Lisa Pike's Contact Details
About Lisa Pike

Skillful and resourceful professional providing clients with comprehensive, platinum level support. Each day I find purpose in achieving goals and objectives with a can do will do mentality.

Lisa Pike's Current Company Details
Peabody Wealth Advisors

Peabody Wealth Advisors

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Client Relationship Manager at Peabody Wealth Advisors
Lisa Pike Work Experience Details
  • Peabody Wealth Advisors
    Client Relationship Manager
    Peabody Wealth Advisors Jan 2018 - Present
    Danvers, Ma, Us
    Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.Third-party post's found on this profile don't reflect the views of LPL Financial and haven't been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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  • Baystate Financial
    Client Service Manager
    Baystate Financial Jun 2016 - Jan 2018
    Boston, Ma, Usa, Us
    View
  • Keller Williams Realty, Inc.
    Director
    Keller Williams Realty, Inc. Dec 2015 - Jun 2016
    Austin, Tx, Us
    View
  • Baystate Financial Services
    Client Service Manager/Executive Assistant
    Baystate Financial Services Mar 2008 - Jun 2015
    Boston, Ma, Usa, Us
    View
  • Conquest Busines Media
    Sales Support Manager
    Conquest Busines Media Apr 2004 - Oct 2007
    Us
    View
  • Harborside Healthcare
    Regional Administative Assistant
    Harborside Healthcare Mar 2003 - Apr 2004
    Us
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  • Security Source, Inc.
    Executive Assistant
    Security Source, Inc. Nov 2001 - Sep 2002
    Andover, Massachusetts, Us
    View
  • Converge
    Executive Assistant
    Converge 1994 - 2001
    Peabody, Ma, Us
    View
  • Danversbank
    Teller
    Danversbank 1990 - 1994
    Danvers, Ma, Us
    View

Lisa Pike Skills

Account Management Budgets Sales Customer Service Project Management Management Office Management Marketing Sales Management Leadership Advertising Insurance Strategic Planning Microsoft Excel Team Building Financial Services Employee Benefits Outlook Microsoft Office Event Planning Business Process Improvement Powerpoint Access Lotus Notes Fundraising Contract Negotiation Accounting Finance Process Improvement Administration Social Media Sales Operations Calendaring Client Relations Cross Functional Team Building

Lisa Pike Education Details

  • Marian Court College
    Marian Court College
    Accounting And Business/Management

Frequently Asked Questions about Lisa Pike

What company does Lisa Pike work for?

Lisa Pike works for Peabody Wealth Advisors

What is Lisa Pike's role at the current company?

Lisa Pike's current role is Client Relationship Manager at Peabody Wealth Advisors.

What is Lisa Pike's email address?

Lisa Pike's email address is li****@****msn.com

What is Lisa Pike's direct phone number?

Lisa Pike's direct phone number is +197869*****

What schools did Lisa Pike attend?

Lisa Pike attended Marian Court College.

What are some of Lisa Pike's interests?

Lisa Pike has interest in Children, Education, Health.

What skills is Lisa Pike known for?

Lisa Pike has skills like Account Management, Budgets, Sales, Customer Service, Project Management, Management, Office Management, Marketing, Sales Management, Leadership, Advertising, Insurance.

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