Profilo
Lisa Sroczynski provides day-to-day operational support to ensure that Schechter maintains the highest level of client service.
She provides service for all existing policies including premium payments and changes, policy requests, in-force illustrations, policy schedules and summaries, policy loans, policy values, lapse notices and reinstatements, and death claims.
Prior to joining Schechter, Lisa was a Sales Analyst at Mutual of Omaha, working closely with sales representatives and brokers implementing life, disability, vision, dental, critical illness and accident insurance to large groups.
Born and raised in Portland, OR, Lisa moved to Michigan in 2000.
She graduated with a Bachelor of Science degree from Portland State University and earned her teaching certificate at Eastern Michigan University.
Lisa is married and has two children.
In her free time, she enjoys traveling and exploring new places with family.
Posizioni attive di Sroczynski Lisa
Società | Posizione | Inizio |
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Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Consulente / Consigliere | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Finance |
- Borsa valori
- Insiders
- Sroczynski Lisa