Lisa R. House

Client Services Specialist

This email address is being protected from spambots. You need JavaScript enabled to view it.
P: 518-583-0891
F: 518-583-1617

Lisa joined Vahanian & Associates in April 2016 after serving five years in various capacities at AmeriCU Credit Union in her hometown, Rome, NY, where she processed new accounts and consumer loans.

At Vahanian & Associates, as a non-registered* assistant, Lisa is actively involved in multiple areas of client services and support. In our team practice environment, she is responsible for meeting preparations, processing incoming and outgoing transactions for client accounts, daily data downloads and portfolio performance updates. Lisa also plays a lead role in advancing our office into a paperless environment.

With a Bachelor's degree in Business, Management and Economics from SUNY Empire State College in Saratoga Springs, NY, Lisa also has an Associate’s degree in Business Administration and Management from Mohawk Valley Community College in Utica, NY.

In her free time, Lisa enjoys spending time with her family and friends. She also enjoys spending time on her boyfriend’s farm and taking pictures of her golden retrievers, Jersey and Paisley.

 

*Not registered with Royal Alliance.

 

 

Back

 

Contact Info

60 Railroad Place, Suite 104
Saratoga Springs, NY 12866
Tel: 518-583-0891
Fax: 518-583-1617
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Important Disclosure

Vahanian & Associates Financial Planning Inc. (“Vahanian”) is a registered investment adviser located in Saratoga Springs, New York.

Read More

Account Access