Lisa Stoner
About Lisa Stoner
Lisa Stoner serves as the Lead Client Executive at Transamerica, where she applies her extensive experience in relationship management and regulatory compliance. With a background that includes significant roles at AIG and Regions Financial Corporation, she demonstrates a strategic approach to client relations and financial operations.
Current Role at Transamerica
Lisa Stoner serves as the Lead Client Executive at Transamerica, a position she has held since 2021. In this role, she focuses on managing high-profile client relationships and ensuring the delivery of strategic solutions. Stoner's leadership is characterized by a strategic approach aimed at securing ongoing company success. Her current work is based in Fort Worth, Texas.
Previous Experience at AIG
Prior to her current role, Lisa Stoner worked at AIG as a Senior Relationship Manager for Strategic Accounts from 2018 to 2021. During her three years in the Dallas/Fort Worth area, she was responsible for managing key client relationships and enhancing service delivery. This role built upon her extensive experience in relationship management and client engagement.
Experience at Transamerica
Before her current position, Lisa Stoner was a Senior Client Executive for National Strategic Accounts at Transamerica from 2011 to 2018. Over her seven years in this role, she developed a strong foundation in managing complex retirement plans and benefit trust administration. Her work contributed to the company's ability to maintain high standards in client service and operational efficiency.
Background at Regions Financial Corporation
Lisa Stoner's career includes a significant tenure at Regions Financial Corporation, where she served as Vice President of Institutional Services from 1990 to 2011. During her 21 years in the greater Nashville area, she gained extensive experience in financial services, regulatory compliance, and risk management, which has been instrumental in her subsequent roles.
Education and Expertise
Lisa Stoner earned her Bachelor of Science degree in Business Administration and Management from the University of Tennessee, Knoxville, from 1980 to 1984. Her educational background supports her expertise in tax reporting, reconciliation, and regulatory compliance, enhancing her capabilities in managing client relationships and financial operations.