Lisa has been in the financial services industry for 14 years with extensive experience working in asset management. Lisa began her career at DST and for 10 years worked within the Client Finance and Client Relationship Management transfer agency teams. In 2014 Lisa joined Fund Partners as the Senior Client Business Partner responsible for client service and client relationship management. Lisa’s expertise extends across both Transfer Agency and ACD and she has experience in Client Services acting as a dedicated point of contact with the primary focus of maintaining strong relationships with her clients. Lisa joined Equity Trustees Fund Services as Client Manager in July 2018.
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