Lisa Carpenter currently serves as a Wealth Management Assistant at Accredited Investors Wealth Management® since June 2020, where a strong emphasis is placed on building deep client relationships through comprehensive financial planning. Prior experience includes roles as a Program Specialist and Administrative Coordinator at Luther Seminary, where Lisa managed communications, improved workflows, and facilitated database transitions. Additional prior positions span various organizations including Avalon & Langcon Language Academy as an English Teacher, and administrative roles at the Minneapolis Institute of Art and the University of Minnesota, showcasing strengths in customer service, communication, project management, and data management. Lisa holds a Bachelor of Arts in Business and Communication Studies from Lake Forest College, obtained in 2011.
Sign up to view 0 direct reports
Get started