National Advisors Trust Company
Lisa Fultz, CFIRS, is an experienced compliance and operations professional with a background in risk analysis and data control. Currently serving as a Senior Compliance Analyst and Compliance Officer at National Advisors Trust Company since October 2019, Lisa previously held positions including Operations Risk Analyst. Prior experience includes roles as a Data Control Analyst at Silgan Dispensing Systems, where responsibilities included CRM coordination and KPI report development, and a Certificate Compliance Coordinator at Lockton Companies, focusing on insurance policy compliance. Additionally, Lisa directed operations at Shining Stars Daycare Center, managing budgets and revenue forecasting. Educational qualifications include a Bachelor of Science in Business and Finance from the University of Phoenix and recent coursework at The University of Kansas.
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National Advisors Trust Company
Enriching Lifelong Relationships. Relationships are built on a foundation of trust and integrity. At National Advisors Trust Company, we strive to deliver quality trust solutions while Enriching Lifelong Relationships with our trusted advisors and the clients they serve. At the end of the day, our goal is to safeguard an advisor’s most important asset--the relationship they have with their client. Our directed trustee model, coupled with nationwide trust administrative services, ensures advisors own the client relationship and all investment activities; NATC becomes a non-competitive extension of the wealth management team. NATC is a wholly-owned subsidiary of National Advisors Holdings, Inc. Founded in 2001, NATC has over $10 billion in assets under administration and continues to be the largest independent trust company in the United States. NATC is owned by Registered Investment Advisors, regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC.