Lisa Allen

Client Service Associate at Procyon Partners

Lisa provides support to Procyon clients with her attention to detail and knowledge of firm policy, procedures, and technology that allow her to effectively anticipate client needs, resolve their problems, and follow through to provide exceptional service.

Prior to joining Procyon, Lisa spent her diverse career working as a computer programmer/analyst, a paraprofessional in the school system, and a financial assistant. She received a B.S. degree in Business Administration from the University of Connecticut and an M.B.A. from Sacred Heart University.

Location

Orange, United States

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Procyon Partners

Procyon is dedicated to helping affluent families and institutions navigate the most effective path for fulfilling their financial dreams and goals.


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Employees

11-50

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