Lisa Dilouie

Lisa DiLouie has a diverse work experience in the banking and financial industry. Lisa started their career in 1996 as a Personal Trust Associate at First Union Bank, later becoming a Personal Trust Officer. Lisa then worked at Wells Fargo Bank as a Charitable Advisor and Program Manager, where they excelled in sales and received the President's Circle Award. Lisa continued their career at Wells Fargo Bank as a Charitable/Trust Administrator. In 2013, they co-founded Grant Creations LLC and worked as a Grant Writer. Currently, they serve as the Vice President and Wealth Administrator at OceanFirst Bank, where they focus on personal trusts, investment management relationships, and estates.

Lisa DiLouie has a Bachelor of Science degree in Marketing from Rutgers University. Lisa also attended Northwestern University for a Trust School program. Lisa has a Certificate in NonProfit Management & Grant Writing from Brookdale Community College and completed the Trust & Investment Academy program at Wachovia Bank, N.A.