Lakisha Jackson is a seasoned professional with diverse experience in customer success and client relations across various financial and real estate sectors. Currently a Customer Success Associate at Infovisa, Inc. since October 2022, Lakisha focuses on client retention and training new clients in financial trust accounting software. As an Agent Success Partner at Better, Lakisha collaborates with in-house real estate agents, managing the entire real estate transaction lifecycle. Previous roles include Lead Relationship Case Manager at Equitable, where Lakisha handled client service for insurance plan enrollments, and Investment Services Specialist at MassMutual, managing client investment accounts and resolving NIGO issues. Experience also includes positions at Merrill Lynch and TIAA, where Lakisha specialized in client communications and financial advisement.
This person is not in any teams
This person is not in any offices