Lisa Sumida, Qka, Tgpc
About Lisa Sumida, Qka, Tgpc
Lisa Sumida is a Retirement Specialist at Guideline with over 20 years of experience in the financial services industry, specializing in retirement planning.
Title
Lisa Sumida is a Retirement Specialist currently working at Guideline.
Career at Guideline
Since 2019, Lisa Sumida has been a Retirement Specialist at Guideline. Her extensive background and expertise in retirement plans make her a valuable asset to the company.
Previous Experience at TIAA
From 2015 to 2019, Lisa Sumida held various roles at TIAA, including Senior Plan Document Compliance Consultant, Plan Document Compliance Consultant, and Senior Retirement Operations Data Lead. Her work focused on plan compliance and retirement operations, primarily in the Greater Denver Area.
Experience at Enterprise Iron Financial Industry Solutions, Inc.
From 2014 to 2015, Lisa Sumida worked as a Principal Consultant/Data Lead at TIAA-CREF, employed by Enterprise Iron Financial Industry Solutions, Inc. She was involved in consulting and data lead responsibilities for seven months.
Roles in Retirement Planning
With extensive roles at Retirement Alliance, Inc., Empower Retirement, OppenheimerFunds, and Great-West Life and Annuity Insurance Company, Lisa Sumida developed a deep understanding and expertise in retirement planning. Her experience spans compliance analysis, client services, and training in retirement operations.
Education and Certifications
Lisa Sumida holds a degree in Finance from Regis University, completed between 2003 to 2006. She also holds the QKA (Qualified 401(k) Administrator) and TGPC (Tax-Exempt & Governmental Plan Consultant) designations.