As QTR’s Private Wealth Senior Client Manager, Lisa brings over 20 years of financial industry experience. She started her career in New Jersey and moved to Lake Mary, Florida in 2004. Lisa coordinates all outgoing client services including opening, servicing and maintaining accounts. She handles financial reporting issues and assists in taking care of special needs situations. Lisa works to provide an unmatched level of service to the QTR client family.
3550 Lenox Rd NE
Suite 2550
Atlanta, Georgia 30326