Lisa Quinn is a Retirement Plan Consultant for SageView Advisory Group’s Boston practice. She works with both for-profit and not-for-profit clients consulting with plan sponsors on plan design, compliance, fiduciary oversight, vendor selection, fees and benchmarking, and employee enrollment and education. Lisa enjoys partnering with clients on their retirement plans to ensure they are providing a valuable tool for their employees to improve their retirement readiness.
Lisa has over 20 years of financial services experience in both managing retirement plans and marketing. She began her career working for Putnam Investments as a Communications Consultant, Relationship Manager, Implementation Coordinator, and Plan Administrator. She also worked in Marketing and Communications for a local wealth management firm and prior to joining SageView, spent five years managing key client relationships for Citizens Bank.
Lisa graduated from Boston College with a BS in Finance. She holds the FINRA Series 65 registration.