Lisa Halloran Fuller
About Lisa Halloran Fuller
Lisa Halloran Fuller is a Client Specialist with extensive experience in client relations and project management, currently working at Transamerica since 1993 in Norwood, MA. She leads multi-department conference calls, coordinates with HR representatives, and provides regulatory guidance to ensure compliance and client satisfaction.
Work at Mercer
Lisa Halloran Fuller has served as a Client Analyst at Mercer since 1993, totaling 31 years of experience in the role. Based in Norwood, MA, she leads bi-weekly multi-department and client conference calls to ensure project alignment and client satisfaction. Her responsibilities include coordinating with HR representatives to resolve participant issues and maintain strong client relationships. She partners with various business units, including Product Support and Development, Stock Desk, Reporting & Testing, and Legal/Compliance, to enhance service delivery.
Work at Transamerica
In addition to her role at Mercer, Lisa Halloran Fuller has been a Client Specialist at Transamerica since 1993, also for 31 years in Norwood, MA. In this position, she provides legal and regulatory guidance to plan sponsors, focusing on maintaining compliance with IRS and DOL regulations. She manages the payroll process, ensuring data integrity and monitoring census transmissions. Her role includes organizing quarterly participant statement processes across multiple plans, ensuring accuracy and timeliness.
Education and Expertise
Lisa Halloran Fuller completed her education at Weymouth South High, where she studied from 1985 to 1989. Her extensive experience in client relations and regulatory compliance has equipped her with the skills necessary to manage complex client needs effectively. She prepares various plan-level reports for both client and internal use, contributing to informed decision-making within her organizations.
Background
Lisa Halloran Fuller has built a long-standing career in client services, primarily in the financial and regulatory sectors. Her roles at Mercer and Transamerica have allowed her to develop a comprehensive understanding of client management and regulatory compliance. She has consistently worked to enhance service delivery and maintain strong relationships with clients and business partners.