Lisa is a Certified Public Accountant who holds a Bachelor’s degree in Accounting from University of South Florida and has more than 30 years of experience managing financial operations and reporting. In addition to attaining corporate revenue performance targets, Lisa prepares monthly financial statements, oversees compliance reporting, client accounting for billing and premium refunds, and works closely with the IT Department to identify and improve efficiencies.
Prior to joining West Point, she served for 25 years as a Manager/Controller for Eagle Asset Management, Inc. which is a wholly owned subsidiary of Raymond James Financial. Eagle Asset Management, Inc. provides institutional and individual investors with a broad array of equity and fixed-income products.
