Lisa Tan

Lisa Tan possesses a diversified professional background with experience in finance, education, and client services. Initial experience includes tutoring at Kumon and serving as an administrative intern at The Law Office of Crystal Henderson. In the finance sector, Lisa worked as a credit analyst at Capital Farm Credit and as a financial advisor at Merrill Lynch, where financial planning and credit risk analysis were central to the roles. Subsequent positions included registered client associate at Bank of America Merrill Lynch and financial sales consultant at Century Consulting Services, emphasizing client communication and loan processing. As an operations manager at Toast and Timber, focus shifted to enhancing operational efficiency and sales strategies. Currently, Lisa serves as a client services associate at Root Financial and a fitness coach at Busy Body Transformation, recognized for excellent client engagement and onboarding. Lisa holds a Bachelor of Business Administration in Finance from The University of Texas at Austin.