Lisa Suttell

Lisa Suttell, QKA, brings extensive experience in the financial services industry, currently serving as a 401(k) Conversions Specialist at EPIC Advisors, Inc. since July 2009. In this role, Lisa is responsible for setting up recordkeeping systems for incoming plans, loading participant synoptic information, and reconciling conversion financial data to trust asset holdings. Prior to this position, Lisa held roles as a Senior Financial Services Specialist at RIT and as a 401(k) Client Administrator at EPIC Advisors, Inc. Lisa's career began at Bank of America, where Lisa worked as a Team Leader/Project Manager for nearly a decade. Lisa holds a degree from SUNY Brockport, earned between 1990 and 1994.