Lisa Main Email & Phone Number
Vice President, Client Manager, Foundations and Endowments Specialty Practice @ Truist
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Lisa Main Location
- Atlanta, GA, US
Lisa Main Work
- 2020 -now Vice President, Client Manager, Foundations and Endowments Specialty Practice @
Lisa Main Education
- Mercer University
Bachelor’s Degree
2002-2004
Lisa Main Skills
- Fiduciary
- Nonprofit Organizations
- Private Foundations
- Charitable Trusts
- Philanthropy
- Trusts
- Account Management
- Risk Management
- Financial Advisory
- Financial Services
- Chartered Financial Consultant
- Financial Planning
- Wealth Management
- Business Continuity
- Life Insurance
- Underwriting
- Microsoft Office
- Microsoft Excel
- Microsoft PowerPoint
- QuickBooks
- Salesforce.com
- Customer Service Management
- Chartered Advisor in Philanthropy
- Grant Administration
- Trust Management
- Planned Giving
- Blackbaud
- Certified Financial Planner
- Wealth Transfer
- Business Continuity Planning
- Chartered Life Underwriter
- High Net Worth Individuals
- SEI
- Customer-focused Service
- Client Presentation
- Professional Communication
- Customer Service
- Series 6
- Long Term Care Insurance
- Disability Insurance
- Strategic Financial Planning
- Estate Planning
- Insurance
- Credit
- Series 63
- Business Analysis
- Marketing
- Strategy
- Casualty Insurance
- Long Term Care
- Sales Management
- Management
- Fixed Annuities
- Variable Life
- Variable Annuities
- Term Life Insurance
- Variable Products
- Office Administration
- ADP Payroll
- Registered Representative
- Corporate Owned Life Insurance
- Irrevocable Life Insurance Trusts
- Split Dollar Life Insurance
- Life Settlements
- Ebix Smartoffice
- Docstar
- Accounts Payable and Receivable
- Life and Health Insurance Licenses
- Coli
- Smartoffice
- Accounts Payable
- Employee Benefits
- Human Resources
- Accounts Receivable
- Payroll
- ChFC
Lisa Main Summary
- Lisa Main, based in Atlanta, GA, US, is currently a Vice President, Client Manager, Foundations and Endowments Specialty Practice at Truist. Lisa Main holds a 2002 - 2004 Bachelor’s Degree @ Mercer University. With a robust skill set that includes Fiduciary, Nonprofit Organizations, Private Foundations, Charitable Trusts, Philanthropy and more. Lisa Main has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Lisa Main?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co