Focus: Client Services, Internal Operations
- New to the financial services industry
- Retail sales / Consumer Goods
- Technical Implementation / Election Services
- Hospitality / Food and Beverage
- Wife and Mom
- BA in English Literature, Indiana University
Lisa is new to the financial community but her experience working with small yet mighty teams makes her a great addition to Altus.
As our practice has grown and developed, so too has our need for an office assistant who can help manage our records, anticipate team member needs, and take on projects around the office that will help us work more efficiently.
Her background in technical support will be an advantage as she learns our processes. In addition to providing us with backup, with our expanding online account access options, Lisa will be able to provide excellent hands-on assistance to our clients.
"My goal in all things is to leave a positive impact on the people around me, with an emphasis on service, productivity, and positivity. I have a young son who I dream will grow up with similar values. I’m very excited to be part of this team of amazing women, and I hope to grow and be a valuable team member.”
-Lisa Joy Gagne