Lisa Schroeder
Consultant at Spark IPS | Passionate Leader in Annuity Operations | Driving Automation, Efficiency & Industry Innovation
- Role
- Consultant at Spark Ips
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Information TechnologyView LinkedIn profile
Experience
Consultant
May 2024 — Present
Education
University of Wisconsin-Milwaukee
Bachelor of Arts, Organizational Communication, General
1992 — 1998
Skills
- Leadership
- Strategic Planning
- Series 7
- Insurance
- Fixed Annuities
- Variable Annuities
- Series 63
- Business Relationship Management
- Mutual Funds
- Financial Services
- Retirement Planning
- Life Insurance
- Wealth Management
- Asset Allocation
- Finra
- Wisconsin Insurance License
- Investment Advisory
- Investments
- Trading
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