Lisa Mendis Email & Phone Number
Client Relationship Coordinator @ Sapers & Wallack, Inc.
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Lisa Mendis Location
- Boston, MA, US
Lisa Mendis Work
- Client Relationship Coordinator @ (December 2019 - Present)
- Client Service Associate @ (January 2016 - December 2019)
- Regional Relationship Manager @ (February 2014 - January 2016)
- Associate Financial Consultant @ (January 2010 - November 2012)
- Client Service Specialist @ (July 2008 - January 2010)
- Operations Manager @ (October 1999 - June 2008)
Lisa Mendis Education
- Princeton University
Bachelors (History)
- Stuyvesant High School
Lisa Mendis Skills
- Uniform Combined State Law
- Series 63
- Notary Public
- Risk Management
- Business Analysis
- Finance
- Process Improvement
- Customer Service
- Series 66
- Life Accident And Health Insurance
- Financial Services
- Mutual Funds
- Series 7
Lisa Mendis Summary
- Lisa Mendis, based in Boston, MA, US, is currently a Client Relationship Coordinator at Sapers & Wallack, Inc.. Lisa Mendis brings experience from previous roles at Edelman Financial Services, Fidelity Investments and Charles Schwab. Lisa Mendis holds a Bachelors in History @ Princeton University. With a robust skill set that includes Uniform Combined State Law, Series 63, Notary Public, Risk Management, Business Analysis and more. Lisa Mendis has 2 emails and 1 mobile phone numbers on RocketReach.
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