Lisa Rae

Client Service Associate

Lisa has been working in the wealth management industry since 2013. For a wealth management firm in Dana Point, California, she served as a client liaison for custodial paperwork and processing, investment subscription management, annual tax document coordination, account maintenance, money movement, client onboarding/account opening and meeting preparation. Lisa began her career in the commercial real estate industry, working in leasing and property management. She has a passion for helping others in her personal and professional life which makes her role in client service particularly rewarding. Lisa earned her Bachelor of Arts degree in Business Administration from Seattle Pacific University.