Lisa Barstow, AIF®, QKA®

Manager, Plan Advisor at Sentinel Benefits & Financial Group
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Contact Information
us****@****om
(386) 825-5501

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Credentials

  • Qualified 401(k) Administrator (QKA)
    American Society of Pension Professionals and Actuaries
    May, 2020
    - Sep, 2024

Experience

  • Sentinel Benefits & Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Manager, Plan Advisor
      • Aug 2022 - Present

    • Retirement Plan Advisor
      • Jan 2020 - Present

  • Wellington Management
    • United States
    • Investment Management
    • 700 & Above Employee
    • Vice President, Client Reporting Manager
      • Jul 2016 - Jan 2020

    • Assistant Vice President, Relationship Analyst
      • Jul 2011 - Jun 2016

    • Client Service Analyst
      • May 2006 - Jun 2011

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Service Associate
      • May 2000 - Apr 2006

Education

  • Villanova University
    Finance, Business Administration
    1996 - 2000

Community

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