Lisa Spencer
About Lisa Spencer
Lisa Spencer is a Financial Services Representative with extensive experience in customer service and financial sectors. She has worked at various organizations, including Kawartha Credit Union and DLF North America, and holds a Bachelor's Degree in Community Health from Brock University.
Current Role at Primerica
Lisa Spencer serves as a Financial Services Representative at Primerica, a position she has held since 2022. In this role, she provides financial planning and investment services to clients, helping them achieve their financial goals. Her experience in the financial sector supports her ability to guide clients in making informed decisions.
Professional Experience in Financial Services
Lisa Spencer has extensive experience in the financial services industry. Before joining Primerica, she worked at Kawartha Credit Union in various roles, including Member Service Supervisor, Contact Centre Associate, Member Service Representative, and Lending Representative. Her tenure at Kawartha Credit Union spanned from 2010 to 2018, allowing her to develop a comprehensive understanding of customer service and financial products.
Customer Service Experience
In addition to her financial services roles, Lisa Spencer has a strong background in customer service. She worked at Loblaw Companies Limited as a Cashier/Customer Service for eight years from 2003 to 2011. Currently, she is also a Customer Service Associate at DLF North America, a position she has held since 2018. This experience has equipped her with skills in client interaction and problem-solving.
Educational Background
Lisa Spencer holds a Bachelor's Degree in Community Health from Brock University, where she studied from 2006 to 2010. Additionally, she has completed an Accredited Consumer and Residential Mortgage Lender program with honours at Dalhousie University. Her educational qualifications contribute to her expertise in financial services and customer relations.
Early Education
Lisa Spencer completed her high school education at St. Thomas Aquinas Secondary School from 2002 to 2006. This foundational education set the stage for her subsequent studies and career in financial services and community health.