Financial Resources FCU
Lisa H. Fornal, CPA has a work experience starting from 2003 to the present. Lisa H. worked as a Management Training/Management Consultant at UnitedTrust Bank/PNC Bank from August 2003 to February 2004. Lisa H. then joined Peapack-Gladstone Bank as an Assistant Vice President & Supervising Auditor from February 2004 to March 2012. From March 2012 to July 2012, Lisa worked as a Senior Auditor - Global Technology & Corporate Audit at MetLife. Currently, they are employed at Financial Resources FCU as the VP Risk Management where they oversee various areas such as audit, compliance, security, insurance, vendor management, and legal matters for the Credit Union since July 2012. Lisa H. manages a full-time Risk Management department staff and is responsible for managing the audit function.
Lisa H. Fornal, CPA obtained a Bachelor of Science degree in Marketing and Finance from the University of Scranton, where they attended from 1999 to 2003. Lisa H. then went on to earn a Master of Science degree in Accounting from Fairleigh Dickinson University-Florham Campus, where they studied from 2005 to 2008.
In addition to their education, Lisa has also obtained the Certified Public Accountant (CPA) certification from the New Jersey State Board of Accountancy. The specific month and year of their certification are not provided.
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Financial Resources FCU
FRFCU's headquarters is located in Bridgewater, NJ & has been in business for over 100 years. The Credit Union was formerly the Ethicon Employees FCU which was formed by a group of Johnson & Johnson employees. As one of the largest Credit Unions in New Jersey, it is a member-owned, not-for-profit cooperative. FRFCU offers a variety of financial products and services to its members, and business services for its member companies, organizations & communities. Public access branches are located in Bridgewater, Flemington, Green Brook, Hillsborough, Jersey City & Somerset, NJ. We have more than 24,000 members and assets of $400M+ with approx. 100 employees. As an employer, we are proud of the robust total rewards package we offer to our employees, including competitive salaries, incentive programs, comprehensive benefits, 401k plan with an employer match, profit sharing plan, tuition reimbursement, flexible spending accounts, & generous paid time off. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Financial Resources Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at Financial Resources Federal Credit Union are licensed to transact securities business in New Jersey. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search.aspx