Lisa began her career External Wholesaling to Financial Advisors within Financial Institutions at AIG SunAmerica, She has continually progressed in her career to National Sales positions of greater scope and responsibility, from AIG National Accounts, to Wells Fargo Advisors where she covered Bank, Wire and Independent Channel Relationships for the National Sales Group. Most recently, Lisa represented the MetLife Securities Broker-Dealer covering the MetLife PCG Advisors Channel which was later acquired by MassMutual Investment Services, where she continued her role on the National Sales Team for MassMutual.

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Lisa offers a blend of financial services multi-channel wholesaling and relationship management. Her strong sales experience and sales management expertise have been valuable to her success in penetrating target markets, generating additional sources of revenue, and forming strategic relationships.

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