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Lisa Tesar Ctfa

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Lisa Tesar Ctfa

Vice President | Cumberland Trust

Missouri, United States

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Lisa Tesar Ctfa

Summary

Lisa Tesar is a seasoned financial services manager with over two decades of experience in banking, private asset management, and trust administration. Currently serving as Vice President and Regional Development Officer at Cumberland Trust, she excels in fostering relationships with legal and financial advisors to address complex estate planning needs. Lisa's strategic planning skills are complemented by her meticulous attention to detail and a strong work ethic, making her a reliable asset in any financial setting. Her leadership roles across various organizations have equipped her with a comprehensive understanding of both client management and team development. Lisa is particularly passionate about supporting families with special needs and ensuring their financial security. She holds a Bachelor of Arts and Science in Interdisciplinary Studies from the University of Missouri-Columbia, specializing in Business Management, Sociology, and Art History. Her diverse educational background adds a unique perspective to her professional endeavors. With a proven track record of success, Lisa is well-positioned to make significant contributions to her field.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Lisa Tesar Ctfa

Work Experience

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Vice President at

Cumberland Trust

January 2021 - Present

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Focus on Business Development and Trust Administration at

Currently Seeking New Opportunities

November 2020 - January 2021

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Senior Business Manager at

TIAA

June 2018 - November 2020

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Managing Director, Account Services at

Tiaa Cref

January 2006 - June 2018

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Team Leader, Administration at

Jones Financial Companies

January 2000 - January 2006

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Lisa Tesar Ctfa

Education

University of Missouri, Bachelor Of Arts And Science Interdisciplinary Studies

January 1995 - January 1999

Frequently Asked Questions about Lisa Tesar Ctfa

What is Lisa Tesar Ctfa email address?

Lisa Tesar Ctfa's primary email address is ****@cs.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Lisa Tesar Ctfa work for?

Lisa Tesar Ctfa is a Vice President at Cumberland Trust, a company specializing in Other Financial Investment Activities.

Where Lisa Tesar Ctfa graduated from?

Lisa Tesar Ctfa holds a degree in Business Management, Sociology, Art History from University of Missouri.

How can I directly contact Lisa Tesar Ctfa?

To contact Lisa Tesar Ctfa directly, you can use the email address ****@cs.com. Complete contact information is available upon registration with Muraena.

Who is Lisa Tesar Ctfa?

Lisa Tesar is a seasoned financial services manager with over two decades of experience in banking, private asset management, and trust administration. Currently serving as Vice President and Regional Development Officer at Cumberland Trust, she excels in fostering relationships with legal and financial advisors to address complex estate planning needs. Lisa's strategic planning skills are complemented by her meticulous attention to detail and a strong work ethic, making her a reliable asset in any financial setting. Her leadership roles across various organizations have equipped her with a comprehensive understanding of both client management and team development. Lisa is particularly passionate about supporting families with special needs and ensuring their financial security. She holds a Bachelor of Arts and Science in Interdisciplinary Studies from the University of Missouri-Columbia, specializing in Business Management, Sociology, and Art History. Her diverse educational background adds a unique perspective to her professional endeavors. With a proven track record of success, Lisa is well-positioned to make significant contributions to her field.

Lisa`s contact details

mail

****@cs.com

******@cumberlandtrust.com

Colleagues

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Nikkole Johnson

VP of Operations and Manager of Asset Transfer

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Asha Nivison

Chief Information Officer

Gina St Charles

VP and Trust Tax Officer

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Michelle Diamond

Chief Development Officer and Executive Director of Regional Markets

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Lee Duvall

Vp/Compliance Officer

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Linda Knebel

VP, Texas Development Officer

Nathan Hyde

Senior Vice President

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Shannon Mcgarrity

SVP and Managing Director, Business Development

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Sharon Winkler

Sr. VP and Chief Compliance Officer

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Shelly Donaldson

Vice President, Business Development Officer

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