Position:

Director of Retirement Plan Services
 

Responsibilities

As the Director of Retirement Plan Services, Lisa oversees all aspects of Retirement Plan Services, including account administration, service enhancements, and financial reporting. Her team provides employers with consultation in the areas of design, compliance, and administration. Lisa also focuses on developing new and enhancing current client relationships.

Education

MBA - Financial Services
St. Thomas University St. Paul, MN

Chartered Retirement Planning Counselor
Minneapolis, MN

Chartered Mutual Fund Counselor
Minneapolis, MN

Series 7 and Series 63 Security License
Minneapolis, MN

B.A. - Finance
Creighton University Omaha, NE

Experience

Client Executive
Transamerica Retirement Solutions

Retirement Planning Consultant
Transamerica Retirement Solutions

Traveling Education Consultant
Contractor - Diversified

Senior National Sales Consultant/Internal Wholesaler
American Express Financial Services


 

Contact Information

Phone Numbers:
612.339.2343
800.658.9474

Email: lmeyer@trustpointinc.com