Lisa Bui
About Lisa Bui
Lisa Bui is a Sr. Account Services Representative at TD Ameritrade with a background in Business Administration and Management from San Diego State University-California State University.
Company
Lisa Bui currently works at TD Ameritrade as a Sr. Account Services Representative. She has been with the company since 2017. TD Ameritrade is a well-known brokerage firm that provides various financial services, including trading and investment support.
Title
Lisa Bui holds the title of Sr. Account Services Representative at TD Ameritrade. In this role, she is responsible for managing client accounts and providing high-level customer service to clients within the financial services industry. Her position requires a deep understanding of financial products and services as well as strong management skills.
Education and Expertise
Lisa Bui studied at San Diego State University-California State University, where she earned a Bachelor of Business Administration (BBA) in Business Administration and Management. She attended from 2012 to 2014. Lisa has extensive experience using Salesforce.com, highlighting her technical proficiency in managing client relationships and data within the financial services sector.
Background
Lisa Bui has a solid background in client service roles within the financial sector. Her extensive experience and demonstrated history working in this area are complemented by her strong management skills and technical expertise. Her role at TD Ameritrade involves leveraging these skills to provide excellent customer support and manage account services effectively.