Lisa Fiskio
Director Of Operations at Argent Wealth Management, LLC
- Role
- Director of Operations at Argent Wealth Management, Llc
- Location
- Cambridge, MA, US
- LinkedIn followers
- 500 followers
About Lisa Fiskio
Senior Operations Manager with a strong background in client service, relationship building and management, trust/investment operations, analysis and resolution, and policy and procedure development and implementation. Proven expertise in repairing and strengthening “at risk” client relationships. Proven ability to recruit and develop high performing teams. email: l••••••@gmail.com Specialties: Client Service/Realtionship Management, Investment Operations, proficient in Sungard AddVantage and Global Plus and Advent Axys accounting systems. Experience using Fidelity Wealth Central and Schwab Advisor Center.
Experience
Director of Operations
Jun 2020 — Present · Waltham, MA, US
Education
Fisher College
Associate
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