Lisa Alvarez
About Lisa Alvarez
Lisa Alvarez is an Account Representative at Woodruff Sawyer, specializing in compliance, international benefits, and retirement plan services. With over six years of experience in the Employee Benefits industry, she has previously worked at Stifel Financial Corp. and WageWorks, providing insights on employee benefits and HR consulting.
Work at Woodruff Sawyer
Lisa Alvarez has been serving as an Account Representative at Woodruff Sawyer since 2022. In this role, she guides clients through the complexities of administrative processes and assists them in navigating open enrollment issues. Her responsibilities include helping clients implement and monitor employee benefits solutions, ensuring that they align with organizational needs.
Previous Experience at Stifel Financial Corp.
Prior to her current position, Lisa Alvarez worked at Stifel Financial Corp. as a Client Service Associate from 2015 to 2022. During her seven years in this role, she was based in San Diego, California. Her work involved specializing in compliance, international benefits, and retirement plan services, contributing to her extensive knowledge in the employee benefits sector.
Background in Employee Benefits Industry
Lisa Alvarez has accumulated six years of experience in the Employee Benefits industry. She specializes in various health plans, including PPO, HDHP, and HMO. Her expertise extends to HR consulting, where she offers insights on sharing benefit costs and educating employees about benefit plans.
Education and Expertise
Lisa Alvarez studied Business Administration at San Jose State University from 1982 to 1987. This educational background has provided her with a solid foundation for her career in the financial and employee benefits sectors. Her academic training complements her practical experience in compliance and benefits management.
Experience at WageWorks
Before her tenure at Stifel Financial Corp., Lisa Alvarez worked as a Senior Financial Operations Analyst at WageWorks from 2011 to 2015. This four-year experience in Vista, California, further developed her skills in financial operations and client service within the employee benefits landscape.