Lisa Hoffmeister possesses extensive experience in the retirement plan services sector, having worked at Fidelity Investments from June 2009 to December 2011 in various roles such as Service Delivery Manager for Nonqualified Plans, Implementation Project Manager, Senior Operations Specialist, and Service Setup Consultant. In these positions, Lisa demonstrated expertise in managing multi-client projects, coordinating retirement plan transitions, and enhancing operational processes, all while ensuring compliance with legal regulations. Following that, Lisa worked as a Client Service Manager at Sequoia Consulting Group from July 2018 to June 2021, focusing on strategic benefits and HR services for innovative, high-growth companies. Lisa holds a Bachelor of Science degree in International/Global Studies from Northern Kentucky University, obtained between 1998 and 2005.
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