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Lisa Tesar Ctfa
Lisa Tesar Ctfa
Vice President | Cumberland Trust
Missouri, United States
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.
Lisa Tesar Ctfa
Work Experience
Vice President at
Cumberland Trust
January 2021 - Present
Focus on Business Development and Trust Administration at
Currently Seeking New Opportunities
November 2020 - January 2021
Senior Business Manager at
TIAA
June 2018 - November 2020
Managing Director, Account Services at
Tiaa Cref
January 2006 - June 2018
Team Leader, Administration at
Jones Financial Companies
January 2000 - January 2006
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
****@cs.com
******@cumberlandtrust.com
Colleagues
VP of Operations and Manager of Asset Transfer
Chief Information Officer
VP and Trust Tax Officer
Chief Development Officer and Executive Director of Regional Markets
Vp/Compliance Officer
VP, Texas Development Officer
Senior Vice President
SVP and Managing Director, Business Development
Sr. VP and Chief Compliance Officer
Vice President, Business Development Officer