Lisa Tassara

Lisa Tassara

VP Operations
Phoenix, Arizona, United States

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Work Experience

NWPS

Vice President Operations

2022-10-01 - Present

Charles Schwab

Managing Director, Retirement Business Services, Client Services

2015-06-01 - 2022-10-01

Fidelity Investments

Director

2005-09-01 - 2013-10-01

Fidelity Investments Institutional Services (FIIS) ♦

Senior Manager

2009-01-01 - 2011-01-01

Putnam Investments

Assistant Vice President

1995-01-01 - 2004-01-01

Skills

401k plan admin rk compliance participant services retirement plan consulting retirement plan recordkeeping retirement plan actuarial services

Languages

English