Lisa Malaspine

Private Wealth Senior Client Manager

Orlando, FL

Lisa is QTR’s Private Wealth Senior Client Manager. She has been in financial industry since 1998. She started her career in New Jersey and moved to Lake Mary, Florida in 2004. Lisa provides and coordinates all outgoing client service including opening, servicing and maintaining accounts. She handles financial reporting issues and assists in targeting special needs situations. Lisa works to provide an unmatched level of client service.