Lisa Pamperin

Lisa Pamperin

International Wealth Manager
Lenexa, Kansas, United States

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Work Experience

Creative Planning

International Wealth Manager

2023-01-01 - Present

BMO Harris Bank

Sr. Relationship Banker

2020-05-01 - 2023-01-01

City Union Mission

Manager

2016-08-01 - 2020-05-01

JPMorgan Chase

Retirement Consultant

2008-10-01 - 2016-03-01

JPMorgan

Registered Retirement Education Specialist

2006-01-01 - 2007-01-01

Skills

comprehensive wealth management financial planning investment management estate planning & trusts strategic tax planning retirement planning insurance risk management business owner services retirement services international institutional

Languages

English